Practice Management

Why the World Needs FAs Who Plant Flowers Without Permission

Read this piece, share it with your team, and be inspired to plant the seeds of something special that goes beyond managing money.

The Financial Advisory Industry’s Training Crisis: A New Path Forward

How combining structured training with professional coaching can transform new-advisor success rates. (By David Leo)

Retiring Advisors’ Chief Concern

In many cases, it’s less about them than about the clients they’ve cultivated strong bonds with over the years. (By Bev Flaxington)

Why Robo-Advisors Will Never Replace Emotional Intelligence

AI may be better at crunching numbers, but only human advisors can provide the insight needed for meaningful retirement planning.

What Raising Pug Pups Has Taught Me for Wealth Management

From chewed slippers to investment plans, the journey of patience, trust and celebration applies to puppies and clients alike.

Career Changer: Military to Financial-Advisor Business Owner

I made this career transition; here’s what it takes and why firms should consider hiring retiring military and military spouses.

How to Beat AI and Compete in the Modern World

Even if you serve high-net-worth individuals, you are competing with emerging, transparent business models and with technology.

What BofA’s CEO Values Most When Hiring His Inner Circle

Brian Moynihan reveals his secrets for effective leadership.

A Major Marketing Bonanza for Practice-Building Advisors

The multi-generational gray tsunami, which I’m part of, presents the biggest-ever opportunity advisors. (By Lewis J. Walker)

Summer Reading for the ‘Exceptionally Ambitious’

In his new book, "The Stoic Capitalist," financier and philanthropist Robert Rosenkranz shares advice for advisors and much more.

Latest News

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.