Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI integrations.
New analysis shows out-of-pocket medical bills are steadily chipping away at Social Security and other income sources.
Case survives dismissal attempt. Musk faces potential $150M disgorgement.
Shareholders claim they were kept in the dark about deteriorating portfolio health
Captrust is integrating a $2.4 billion high-net-worth team in Kansas as Beacon Pointe breaks past $62 billion with a hat trick of acquisitions.
One team has transitioned from LPL to Osaic, while another has taken the opposite route.
Study finds tech gaps, rising AI use, and surging crypto interest challenge advisors’ growth plans.
Survey finds most recent retirees wish they’d saved differently, highlighting advice opportunities.
Two deals continue consolidation in advisory space which has seen strong activity so far this month.
Scam artists are "not just trying to get $200, or $2,000, or even $200,000. They’re trying to get absolutely everything the victim has.”
From young values-driven professionals to rising financial decision-makers and individuals navigating life transitions, reaching women clients today demands an authentic and insight-driven approach.
Lawsuit claims fund managers siphoned millions while blocking investor returns.
Scammers allegedly impersonated real advisors on WhatsApp to lure retail investors.
Regulator says St. Louis-based hybrid firm failed for years to supervise, retain, and produce thousands of business-related off-channel communications.
In this powerful piece, Andrew Samalin, principal & CCO at Samalin Wealth, reveals how treating divorce as a true financial discipline can protect clients, strengthen your advisory practice, and turn a moment of upheaval into a foundation for long-term stability.
The Osaic network firms announce key expansions in the West and Midwestern US, with CWA's $849 million acquisition giving it additional footholds in Utah and Arizona.
EP Wealth has also acquired a socially conscious financial services firm in New Mexico, while Carson Group fully acquires another longtime partner in Atlanta.
Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy households.
Employees feel well day to day, but financial pressure weakens resiliency and raises risks for employers.
Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, of ProsperPlan Wealth share insights into how technology has changed the profession and what the future might hold for advisors.
