Rogers, a partner at Angeles Wealth Management, says advisors need to determine investors’ specific values through deep conversation and then tailor investments to them. Jackie Prideaux, a ...

UBS is moving forward with a major training initiative aimed at bringing hundreds of next-generation advisors into its ranks, even as the firm contends with a notable decline in its advisor headcount ...

This personal interest among next-generation advisors is mirrored with younger clients, as a large majority of affluent Millennials (77 percent) and Generation X (72 percent) indicated they had made ...

The recently published Citi 2025 Global Family Office Report makes one thing clear: family offices are evolving quickly, but not always evenly. Many have formalized their investment functions, adding ...

A book can offer a next-gen advisor a good way to establish credibility as an expert in a topic and help attract new clients. Next-Gen Financial Advisors Want a Clear Career Path. They Aren't Always ...