Report reveals growing number of firms along with highlighting investment strategies.
InvestmentNews asked the CIO of Western Alternative Strategies why he believes investors are protecting themselves against typical drawdowns leaving them unprepared for truly dangerous black swan events.
New research points to rising demand for cross-border planning as mobile, self-made fortunes expand.
Market volatility due to news headlines is creating a frenzy among financial advisory clients. As a result, they are asking advisors to add buffers to their portfolios to smooth out the ride.
Wells Fargo Advisors duo uses the generational divide to strengthen family wealth relationships.
Here's how communication and mutual respect enable Lois Basil and her daughter Hannah Basil Bryant to grow their business at Savant Wealth Management's Chicago Northcenter office.
The firm’s Vaughn Bowman talks to InvestmentNews about disconnect between what clients say and do.
A six-month reporting schedule could be burdensome to financial advisors, warns Jay Dubow of law firm Troutman Pepper Locke.
Ameriprise data shows 75% of single adults expect to remain unpartnered long term, but many still lack long-term health care plans, estate planning, and tax strategies tailored to solo retirement.
Client communication is a good thing for financial advisors, especially in a volatile market. But how much is too much? Wealth managers offer their opinions.
Survey finds many women keeping cash in low-yield accounts despite long-term financial goals.
Anthropic's new financial agents can build pitch decks and screen client files. Two leaders close to the technology say that's the easy part.
Wealth managers explain how even the wealthiest of clients can be strapped for cash and how they work to avoid that from ever happening.
Morgan Stanley report says liquidity events and succession planning are reshaping operations.
Financial planning is highlighted with advisors showing clear benefit to client sentiment.
Research challenges long-held assumptions about active fund underperformance.
The executor of an estate plays a valuable role in not only overseeing a financial plan but also keeping peace in the family.
Survey shows employees favor advisors for complex decisions even as online tools gain traction.
Fitch Learning’s James Papadopoulos tells InvestmentNews how accessibility, AI, and communication gaps are reshaping trust, and what advisors must change to stay relevant.
With three-quarters of wealthy clients now favoring advisors who know philanthropy, a new study maps where the knowledge gaps – and the openings – actually lie.
