"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
Senate Democrats seek data on data center deductions under the 2025 tax law as proposals to tax artificial intelligence multiply.
Tool is designed for advisors who can't (or don’t want to) manage them directly
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
Hendershott Wealth Management's Hilary Hendershott on turning a niche for women into an operating strategy, not a marketing pitch.
Iowa's Greenwood Wealth Partners exits D.M. Kelly as UBS and Ameriprise win Merrill Lynch recruits in California and Florida
Less than 1% of pool funds went to actual trading, CFTC says
Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
He owes $364 million but pays $100 a month
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
Bill would make PE firms liable for portfolio company debts and close carried interest loophole as alternatives push into 401(k)s.
While technical expertise is necessary, sustainable trust is only possible for advisors who know how and when to lean on the emotional side of advice.
Betterment, F2 Strategy and WealthReach push AI deeper into advisory firm operations with three deals this week.
Retirement expectations widen from reality, according to Natixis Investment Managers' annual Global Retirement Index.
Half of planners have seen clients raid retirement savings or cut contributions as affordability pressures mount, CFP Board finds
In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.
Retirement fintech Vestwell has hit profitability and $200 million in annual recurring revenue, powering savings programs for 750,000 employers and Wall Street’s biggest firms
Meanwhile, &Partners has drawn another Wells Fargo team based in Missouri, while an experienced South Carolina advisor has returned to Cetera from LPL.
