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

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

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

Recent regulatory actions and market innovations make it easier for advisors to add retirement income solutions to DC plans ...

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

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

Mindy Diamond and Jason Diamond discuss how advisors now weigh AI, enterprise value, firm stability and ownership structure ...

Advisors who handle both wealth and retirement plans grow 2.1 times faster, driving industry consolidation and innovation ...

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

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

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

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