Three RIA founders explain how breaking from large firms to pursue their own happiness gives them the fiduciary freedom their clients deserve.
AI, self-direction and the great wealth transfer are rewriting the rules of wealth management.
New research suggests operational discipline, not just market performance, helped separate fast-growing advisory firms from slower-growing peers.
With more HNW clients coming to meetings armed with AI research, BNY Wealth report finds advisor expertise is more critical than ever as the final human check.
From market volatility to life events, Lenox Advisors' Susan Owens shares her perspective on guiding clients through emotional financial decisions.
The association's new standard codifies what fee-only fiduciary advice means in practice as RIA data show commissions in long-term decline.
Survey of nearly 4,000 US employees reveals deepening gaps in engagement and burnout by role level.
Wealthspire's Andrew Lendnal tells InvestmentNews that raising capable heirs matters more than building the perfect trust.
McKinsey executive argues AI could deliver sophisticated guidance to mass affluent investors, while Allianz leader warns of “AI socialism” from over-use of the same LLMs.
New research finds that younger Americans are more confident spotting scams than older adults – yet they report higher rates of financial losses and investment fraud.
A request for tickets to a sold-out game or concert may seem harmless – but for advisors, it can raise compliance concerns and client expectations.
In a salute to all the dads working in the financial advisory industry, we caught up with father/son teams to see how they get along
Joint research warns benchmark-focused strategies are losing relevance fast.
Longevity, private markets and inherited firms reshape wealth planning, study finds.
The heart of wealth management lies in helping clients secure their financial futures. It’s about developing financial plans and portfolios aimed at building build wealth for them, their children, and their grandchildren to enjoy later.
AI is fundamentally changing how wealth management firms analyze deals, integrate acquisitions, and compete for scale — and the gap is widening fast.
Henley & Partners report shows Singapore and UAE gaining ground while UK and US face new pressures
Wealth managers want to make sure the timing is right when it comes to M&A. Here's how they know when the time is right to make a move.
Gen Z drives demand for trips, AI itineraries and live events as travelers chase value.
Bernstein study reveals how UHNW families are rebuilding wealth resilience amid rising global uncertainty and generational divides.
