“Culture and strategy aren’t separate for us; they’re the same thing,” Prospera president Tarah Williams said.
Advisors are using more ETFs at the expense of single stock trading.
Advisors are expecting a big year for charitable giving after the stock market's phenomenal rise this year.
As wealth managers wrap up 2025, tax changes and the AI-led bull market are forcing advisors to tinker with their year-end client activities.
More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.
“On September 6th, 2005, one of our clients was killed in Iraq during the war. He was carrying my business card with him on patrol with a note on the back asking the Marines Corps to reach out to me and take care of his family. That was a day of days," Mike Galloway of Modern Wealth Management said.
The season of giving has arrived on Main Street and Wall Street. Here are some personal and legal gift ideas for wealth managers.
Wealth managers weigh in on AI and crypto investing in the wake of a new study on endowment returns.
The run-up in AI stocks has created a great deal of concentrated risk in client portfolios that advisors need to address.
Advisors highlight 'Long-Term Care Awareness Month' by offering financial tips to adults simultaneously taking care of their parents and children.
