On America's 250th birthday, four advisors who left wirehouses and major banks reflect on conviction, technology freedom, and clients who celebrated their leap
Practice-level growth study finds a 24-point CAGR gap between top and bottom performers
LPL Financial Holdings shares hit an all-time high last July. They’re down 21% in 2026.
Three advisors who left wirehouses and broker-dealers say the hardest part wasn't the client conversation — it was everything they didn't expect
Millionaire numbers rose by close to one million but gains were spread unevenly across regions and segments.
Three RIA leaders say AI is eliminating back-office roles and marketing tasks — but financial advisors and planners are not on the chopping block
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
New research finds nearly half of family offices have defined wealth's purpose beyond investment, with next-gen engagement still lagging
Lawyer says families need to know the difference to protect their aging loved ones.
More than two in five Americans now lack the savings to cover an unexpected bill, with middle-income households increasingly caught in the squeeze.
With the OASI trust fund projected to run dry by late 2032, three advisors explain how to stress-test plans, reframe the conversation, and keep clients from panicking
New report shines a light on the global luxury spending trends.
As adoption escalates, FPSB practice guidance covers eight ethical principles as two thirds of financial planning firms already adopt the technology.
Top advisors and firms traded spreadsheets for trophies as the financial services industry gathered for a red carpet celebration at the Edison Ballroom in Times Square
Three wealth management professionals share strategies for supporting bereaved clients with empathy, structure, and long-term planning
New Natixis research shows U.S. wealth managers posted 12.5% AUM growth last year – but client behavior and digital disruption could slow the pace.
New research shows aspiring advisors are fluent in AI — but fear firms will automate the very roles they need to learn the trade.
Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.
Recession fears and portfolio defensiveness are rising sharply as confidence in markets hits a four-year low, according to Allianz Life.
The number of people with $30m or more in assets surged to an all-time high last year, and there could be 190,000 more by 2030.
