Balancing work and personal life is no easy feat. For high-net-worth individuals, that complexity multiplies, as many are managing multiple estates, household staff and family businesses.

Attendees at Schwab Impact confront a conference dominated by artificial intelligence, as advisors and founders debate whether the technology lives up to its promise or remains overhyped.

The advisors pulling ahead aren't just managing money — they're deepening relationships by offering estate planning to every client, not only select ones. With $124 trillion in wealth set to change hands, estate planning has become one of the clearest ways to differentiate a practice, win new clients, and retain families across generations.

New F2 Strategy research finds more firms growing without M&A, yet one-third still lack a defined growth process.

The SEC's exam division plans to probe how firms govern AI use, from deepfake threats to vendor risk, while also prioritizing illiquid products and Reg S-P readiness.

Chip Wilson's no-prenup divorce puts business continuity in focus as advisors share how to raise postnups with founder clients.

Chip Wilson's no-prenup divorce puts business continuity in focus as advisors share how to raise postnups with founder clients.

Making better use of technology to reach more clients or create more meaningful engagement with them is the top concern of nearly half of U.S. advisors, and 56% view artificial intelligence as an opportunity for their practice.