Wealth managers look ahead to a relaxing long weekend after being put to the test so far in 2025.
Soon-to-launch AI-powered tool allows retail investors to build bespoke indexes, with users able to buy in with fractional shares.
However unwelcome, a drop in stock prices could be the opportune time for a Roth conversion, according to financial advisors.
Integrated Partners President Andree Mohr highlights due diligence around data, CRM integration, and advisor training as key steps in firms' adoption journey.
Angeles Wealth Management bolsters its female leadership with a new partner in New York, while Maine-based Great Diamond Partners adds a senior financial advisor and a portfolio manager.
Two-thirds of direct indexing users expect to ramp up adoption, particularly in the high-net-worth space, though many still face operational barriers.
Enterprising wealth managers are already using AI technology to get a leg up on the competition as a talent shortfall in the industry looms.
The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?
The Wall Street giant's CEO defends its office-first policy while others argue for remote flexibility, especially for working mothers.
First quarter earnings from LVMH, Burberry and other posh brands were down, but advisors don't see their HNW clients changing their spending or investing habits.
Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.
With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
DIY investing is now the norm but advisor says there is an opportunity for clients to provide life advice
Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial Group's Brett Bernstein, who believes generalists are paying the price.
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.
The best methods for giving to charity change over time with fluctuations in the market, the economy, and tax rules.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
Wealth managers discuss strategies to keep unnerved clients from being lured away by rivals during uncertain times.
Digital study platform aims to improve CFP exam readiness with personalized tools and real-time feedback.
