Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth ...

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as ...

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their ...

The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 ...

Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs ...

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

As CAIS launched a new advisory firm to simplify alternative investments for financial advisors and their clients, experts at ...