Practice

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.

Best practices for each option can make the difference between success and stagnation in a growing advisory firm.

The court filings seek to overturn two injunctions federal courts imposed after finding the Department of Labor's new conduct standard is too similar to a previous one vacated in 2018.

PureFacts Financial, a revenue management platform for wealth managers, is diving deeper into AI tools to help detect revenue streams beyond the typical fee-based structure.

Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.

Those aged 25 and younger have an average 401(k) balance account of $7,351 and a median balance of $2,816.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.