As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought ...

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

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Mutual funds have generally been fading in popularity while ETFs have been ascending. But financial advisors typically see ...

Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to ...

Advisors who have experience working with women clients ... Laura Cuber, wealth advisor at Bartlett Wealth Management in ...

Captrust Financial Advisors has acquired wealth management and investment advisory firm Boston Financial Management (BFM), ...