Survey highlights growing adoption of automation, increased focus on alternative assets, and a rising role for philanthropy as new leaders emerge.
Allocate's Peter Epstein tells InvestmentNews there's opportunity and operational burden for wealth managers.
New study shows most adult kids feel ready for inheritance while parents stay silent on wealth plans.
As wealth managers wrap up 2025, tax changes and the AI-led bull market are forcing advisors to tinker with their year-end client activities.
DAFgiving360 president Julie Sunwoo says advisors should prepare for record-breaking season of philanthropy.
Morningstar analysis reveals top five picks as assets in education savings plans cross a key $500-billion milestone.
With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic alliances to deliver comprehensive tax and financial solutions.
From C-level leaders to founders and elite advisors, this year's hot list winners are successfully navigating turbulence and waves of change shaping the wealth industry.
More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.
Edward Jones advisor and Marine Corps veteran Geoff Meno shares his insights with InvestmentNews
Survey finds most consumers are reining in spending as economic unease dampens cheer.
Service members-turned-advisors sound off on how unique benefits, military discipline, and cultural challenges shape the financial lives of veterans and their families.
“On September 6th, 2005, one of our clients was killed in Iraq during the war. He was carrying my business card with him on patrol with a note on the back asking the Marines Corps to reach out to me and take care of his family. That was a day of days," Mike Galloway of Modern Wealth Management said.
The president declared the dividend as a defense of his tariffs, warning of a "disaster" if the Supreme Court were to rule against them.
Firm’s CIO speaks with InvestmentNews about investing in the fast-growing tech.
Cerulli research finds billion-dollar RIAs shifting focus from M&A to organic growth, with referrals and data projects taking center stage.
The season of giving has arrived on Main Street and Wall Street. Here are some personal and legal gift ideas for wealth managers.
Firm moves beyond pilots, betting on agentic AI to drive next-wave efficiency and insight.
Half of ETF users expect to go all-in within five years as cost and choice reshape investing habits.
Wealth managers weigh in on AI and crypto investing in the wake of a new study on endowment returns.
