The 2026 TPI Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI) and co-sponsored by DAFgiving360ä and Foundation Source, with support from the Boston Foundation, ...

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

From eating at home to trimming impulse purchases, families are adjusting habits and staying disciplined to cope with rising ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Some financial advisors overlook income-generating annuities for their clients. That’s a mistake, writes David Lau of DPL ...

Charles Schwab has long said that it doesn’t solicit the investor clients of the financial advisors who custody assets with the firm. It’s a stance it repeated just a month ago when discussing its ...