A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
By Andrew CohenClients say he copied the boss on his emails - and now they can't touch their cash.
He wired millions to his own accounts and told investors the fund was winning.
The partnership arrives as most small business owners near retirement age still don''t have a formal succession plan in place.
Families plan to spend about the same this school year, but inflation is stretching budgets and driving more value-focused shopping.
Juan Rionda, a Merrill veteran, told bereaved client that “he loved her,” convinced her to give him cash, a Florida lawsuit claimed.
Omaha-based RIA expands Northern California footprint with Roseville acquisition amid record annual pace for wealth management M&A.
Advisor's Alpha framework joins Envestnet's platform, giving advisors new tools to manage client tax exposure year-round.
As firms seek future advisors, Mu Nu Upsilon is creating an early pipeline through mentorship, networking and hands-on financial planning experience.
B Capital and pension giant CalPERS lead a consortium buying the 90-year-old asset manager from TA Associates and Reverence Capital Partners.
Capital Group outlines a framework for financial professionals integrating private investments
TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
Congratulations to the professionals and firms raising the bar across the financial advice industry.
Larry Restieri, CEO of Hightower, sits down with InvestmentNews anchor Gregg Greenberg to offer insights on scaling a wealth management business without losing your competitive advantage.
Hunter Hayes, portfolio manager for the Intrepid Income Fund, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best – and safest – places to find yield in the fixed income market.
Greg Stumm, CEO of American Beacon Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight the most compelling fixed income and private market income opportunities.
Jessica Espinoza, retirement advisory national practice leader at NFP, sits down with InvestmentNews anchor Gregg Greenberg to review the biggest challenges and opportunities facing plan sponsors today, as well as highlight retirement trends such as the increase in PEP and MEP plans.
Scott Voss, managing director at HarbourVest Partners, sits down with InvestmentNews anchor Gregg Greenberg to review the IPO market post SpaceX, as well as highlight the current differences between public and private market valuations.
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