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Top News In Practice And Client Management Today - Breaking & Trending Today

Are you pursuing mice or antelopes?

Did you spend your time on significant initiatives that will move your firm forward or did you keep focusing on the low-hanging fruit that's easy to reach? ....

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Cybersecurity and independent wealth advisory firms

Firewall, antivirus software and backup, once the cutting-edge elements of a cyberstack, are now the lowest common denominator of protection. ....

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Institute for the Fiduciary Standard launches leadership course

The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today. ....

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JPMorgan builds unit for world's richest families in wealth bet

Created just before the pandemic, a JPMorgan global unit focused on catering to the ultrawealthy now includes about three dozen people in the U.S., Asia and Europe ....

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Millennials care more about their parents' retirement than their own inheritance

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found. ....

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