On Thursday, CI Financial CEO Kurt MacAlpine said the Canadian company may resurrect its plans to take its U.S. wealth ...

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

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

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing ...

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of ...

It also has big implications for the wealth management industry, which has helped make the Boomers the wealthiest generation ...

High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...

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

Corient, which changed its moniker from CI Private Wealth last year, was one of the most aggressive buyers of registered ...

In today’s fast-paced world, financial literacy stands as a crucial skill for teens and young adults. Understanding the ...

UBS Wealth Management, a global financial advisory firm, has appointed Ryan Lurie as executive director to lead the firm’s ...