A federal judge agrees with Merrill that deferred compensation is a bonus used to reward employee loyalty rather than a retirement benefit protected by federal law.
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After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
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Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.
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Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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Those who live abroad may be disappointed. Here’s why and how to prep them.
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It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
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Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.
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Christina Powers is a Partner in West Monroe's Cybersecurity practice. She leads the firm's Cybersecurity Advisory for Private Equity (CAPE) program, helping private equity firms and their portfolio companies maintain visibility into cybersecurity practices and risks. Christina also conducts cybersecurity due diligence for potential acquisitions, supporting investment decisions and operational resilience.
She brings deep experience in cybersecurity strategy, with a focus on risk mitigation and identity and access management. Prior to joining West Monroe, Christina worked in Accenture's Technology Consulting Security practice. She holds a bachelor's degree in Electrical Engineering from the University of Notre Dame and has completed executive education at the Yale School of Management.
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Bepi Pezzulli is a solicitor of the Senior Courts of England & Wales, specializing in crypto finance.
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