Edelman Financial Engines is appealing a federal judge's decision to dismiss its lawsuit against Mariner Wealth Advisors ...

Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

Investment news for financial advisors about 351 exchanges, bitcoin ETFs, private markest fundraising, Space X and private ...

Delaware Statutory Trusts can help burned-out landlords defer taxes, but they aren't right for every 1031 exchange client ...

Not long ago, cybersecurity was viewed as an IT problem managed with firewalls, antivirus software and periodic password ...

Wealth Enhancement announced it added two advisor teams from Shufro Rose, overseeing a total of about $1.3 billion ...

Savant Wealth Management, a fee-only registered investment advisor with $57.2 billion in client assets, has landed its first ...

FactSet’s partnership with TIFIN.AI combines institutional-grade data with agentic AI technology to modernize wealth ...

Advisors must help quietly wealthy clients navigate prenups, marital trusts and beneficiary issues when they remarry later in ...

The Financial Exploitation Prevention Act allows advisors to pause suspicious transactions and protect elderly clients from ...

Capital expects modest stock gains in second half of 2026 and prefers infrastructure over private equity and private credit ...