Experts hired by Tony Hsieh’s more than $500 million estate point to alleged forgeries, nonexistent witnesses, and missing records as they call for the document to be scrapped.
Fed easing, wealth M&A and platform strategies keep asset and wealth managers active on deals
Data show firms overwhelmingly "draft" and develop junior advisors in-house, but C-level leaders say senior hiring can bring strategic wins for ensemble-based practices.
Advisor teams showed more larger books, more dramatic organic growth, and more expansive services than solo advisors.
The program, which would have businesses pay $2 million for individuals to gain US residency, is billed as a way to support efforts to hire foreign-born talent.
New survey shows advisors deepening alts allocations and leaning on tech as access widens to more clients.
Allianz is once again supporting American athletes on their journeys to the podium in the Olympic and Paralympic Winter Games Milano Cortina 2026.
Survey reveals rising ambition and growing financial anxiety as households map out next year’s plans
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Thanks to splashy IPOs, fabulous inheritances, and slow-and-steady 401(k) saving, it seems being an affluent or ultra-rich individual doesn't carry the same elite status as it once did.
Wealth managers weigh in on what they expect to see from the ETF industry in the coming year.
Why tax law changes give advisors another reason to start the philanthropy conversation.
Most advisors see double-digit upside for the S&P 500 next year, as well as risks of a correction, at least two Fed cuts, and geopolitical uncertainty.
Financial planning body claims the second year of more than 10,000 CFP candidates as another proof point showing the value of CFP certification.
The firm is also looking to grow offshore services in key hubs including California and Houston over the next 12 to 18 months.
CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and policy backdrop
Advisors not only assist clients with their stock portfolios, but their real estate decisions as well. Here's what some are saying about buying a new home in 2026.
Households are increasingly consolidating, with one third now relying on a single firm for investing and savings.
The philanthropic pledge to give young Americans an investing headstart raises fresh questions around tax-advantaged saving for RIAs.
The bipartisan measure, co-authored in the Senate by Elizabeth Warren and approved by President Donald Trump, clears numerous hurdles that held taxpayers back from challenging the tax agency.
