Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.
Wealth managers are using the Tesla CEO's multi-billion dollar package to educate clients on windfalls and option-based pay strategies.
Fiduciary Family Office founder and CEO Kathleen Grace argues mounting growth pressures from PE investors pose risks to advisors' autonomy and client service.
Nearly half say they question financial information on the web at least five times monthly, and two-thirds are taking longer vetting than five years ago.
The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.
Wealth managers weigh in on their alternative asset allocations, as well as name their favorite private market investments.
Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.
More financial advisors are seeking to expand outside America's financial hubs as technology improves and populations shift.
Data from the Investment Adviser Association's 2025 industry snapshot show more than nine-tenths of firms charging fees based on assets, though just 17% use that compensation scheme alone.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
New report reveals growing power of this cohort of almost 2 million households.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Denver based firm has been bolstering its senior leadership team in recent months.
Depending on the state of his will or trust, the former wrestling icon's assets could also face claims from creditors and his estranged daughter.
'You're just not there yet' —Micah Shilanski says most advisors fail by aiming too big, too soon.
J.P. Morgan Wealth Management's Beth Brown broke through a leadership ceiling and now she's helping other women skip the waiting room.
More than three-fifths of surveyed advisors see generative AI as an efficiency booster, though many are still concerned about data privacy and lack of tech integration.
The $25 billion RIA's new firmwide program will help attract and retain top talent with a long-term incentive for non-shareholder employees.
Predictive analytics, artificial intelligence, and cybersecurity are now high on compliance officers' lists as off-channel communications are relegated down the rankings.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
