Practice

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.