Advisors can explore opportunities in DOL’s proposed fiduciary rule to enhance client relationships and investment processes ...

Edelman Financial Engines commits $10M to Rowan University for a new financial planning school to address the advisor ...

Prairie View Wealth Advisors has launched with three veteran bank advisors, a tax-forward wealth focus and custody partner ...

RIA buyers at RIA Edge Nashville said slower-growth firms can still land a high valuation if they think scaling them will ...

CE providers say CFP Board fees create financial burdens and call for direct billing to reduce costs and improve transparency ...

That’s part of what makes Wen Nottebohm’s perspective so compelling. Wen is part of the Atlanta team at Cresset, a $230B+ multi-family office. The team manages roughly $7B in assets, and Wen herself ...

Following its acquisitions last year of two U.K.-based wealth managers, Corient expands its global footprint with ...

I spend a lot of time thinking about how AI is changing the way people discover and choose financial advisors. So I decided ...

Learn how AI enhances financial advisors' efficiency while preserving empathy and trust in client relationships ...

Osaic, Orion, Falcon Wealth Planning and Carson hire for senior leadership roles, while Great Valley promotes from within.

Wealth.com raises $65M to enhance AI estate planning, expand enterprise distribution, and open a New York City office in May ...

Schwab CEO Rick Wurster also announced increased investment in the AI-tax platform Wealth.com as the firm sought to calm investor fears about an AI lag.