The rise in legal sports betting is crossing into the world of financial planning, especially with tax changes around gambling winnings set for 2026.
Experience financial planner and educator D. Crystal Alford-Cooper is stepping in as the FPA names three new members for three-year terms.
After a year of rebuilding its technology and culture, Osaic’s senior team of Matt Schlueter, Erinn Ford, and John DiMonda say communication, trust and collaboration are driving the firm’s next phase of growth.
Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.
Wealth managers are speaking with clients about properly placing valuables and collectibles in their estate plans in the wake of the Louvre heist.
New report urges rethink to drive ROI for firms, clients.
Top 0.1% hold record wealth share; report urges sweeping reforms to tax, labor, and safety nets.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
A state-level move to tax the extremely wealthy on unrealized gains would open a Pandora's Box of legal and logistical issues, according to the Tax Foundation and the Illinois Policy Institute.
Women from Baby Boomers to Gen Z are making changes they seek financial stability, according to new survey research.
Wealth managers weigh in on whether to tinker with the cash allocations in client portfolios after the Fed's rate cut.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
Wealth managers have been watching the S&P climb and climb, but how big a deal is it for both them and their clients?
Wealth managers are beefing up their defenses against cyber-attacks, as the threats increase with AI. Here is what they are saying.
Report warns that credit damage leaves abuse survivors locked out of financial stability.
A new study shows that women who attend advisor meetings feel more confident about managing their own finances in case of divorce.
Marla Sofer, whose leadership experience includes roles at BlackRock and JPMorgan, explains how gamification and AI can help elevate client engagement and understanding for advisors.
Technology poses some of the biggest risks for advisory firms, new report reveals.
Wealth managers celebrated a better-than-expected inflation report Friday, but are worried about flying blind in the future.
Affluent women investors agree financial giving is essential, but they're focusing more on addressing urgent causes and priorities close to home.
