Will AI ultimately supplant financial advisors? We certainly see headlines hinting at such a fate, including one in Financial ...

Private allocations can give retirees on a glide path a modest lift in returns, new Morningstar research shows — though the ...

UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little ...

A tweak to the deductibility of gambling losses may not bring in a lot of tax revenue, but it could certainly alter a lot of ...

After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more ...

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's ...

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and ...

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against ...

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires ...

If clients are aware of the transition well in advance, experts say the risk is pretty low they'll leave the firm.