Also, SEI names LPL’s Kristie Edling-Day as CIO, TD Bank U.S. taps Hardeep Walia to lead wealth, and BMO adds an Illinois regional president
Chip Wilson's no-prenup divorce puts business continuity in focus as advisors share how to raise postnups with founder clients
Evergreen.ai study shows retirement planning and tax gaps persist, while Security Benefit finds AI now shapes advisor-client meetings
Clients who know their advisor’s designations report higher confidence and refer more often, according to the Investments and Wealth Institute.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
Advisors explain why in-person client meetings still anchor service as wealthy families split their year across multiple states
A new Altrata report shows the country’s UHNW donations are up 43 per cent since 2022, increasing their share of global giving.
New Coalition Greenwich data finds nearly a quarter of affluent clients split assets between advisors and self-directed platforms
Auto-enrollment has landed for 60 million children, but Baird planning director says key questions on rollovers and Roth conversions remain open.
Advisors fielding client questions on the tax deferral strategy can't afford to skip the fine print, Baird's Tim Steffen warns.
With more than a third of $300,000-plus earners stretched thin, advisors explain how they rebalance cash flow, liquidity and retirement savings
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
Financial advisors say the real test is whether after-tax income and portfolio withdrawals can keep pace with clients’ rising costs
Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars
Sheena Gray says succession is not just about who inherits clients - it’s about who gets to own the business
Summit Place Financial Advisors President and Founder Liz Miller will participate in a panel on building a successful firm at the Women Advisor Summit. .
CEO Parker Ence says live Schwab and Fidelity onboarding signals a shift toward agentic AI workflows compliance teams can govern
New research from FINRA and Stanford links risk literacy gaps to fraud vulnerability and weaker retirement outcomes among US investors.
American household wealth has never looked stronger - and that may be the problem.
Tulsa estate planning attorney and New Hampshire-based trust expert unpack what dispute with the country music icon's nephew teaches advisors about trusts, heirs and family businesses.
