Nevis joins Jump at RIA platform Focus as both vendors’ AI tools aim to handle account opening and notetaking.
Ballast Rock Private Wealth has also brough on a veteran advisor focused on multigenerational planning for business owners and families
Edward Jones study finds caregivers to older adults spend $8,737 a year out of pocket in "generosity paradox" as savings, careers and health absorb the strain
The dispute apparently dates back to deals done ago during the time two advisors worked at Deutsche Bank Securities, or Alex. Brown.
The Pennsylvania-based recordkeeper is 'playing Switzerland' as data on 16 million savers will help plan advisors reach 401(k) participants at rollovers and retirement
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
