Grace L. Williams

The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.

Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.

The SEC opened public comment on Regulation E-Delivery, a proposal that would replace its decades-old guidance-based framework and make electronic delivery the default for required investor disclosures.

Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.

Two-thirds of Americans fear running out of money in retirement. Advisors who aren't planning for a 40- to 50-year horizon may not be planning far enough.

SonicWall's mid-year report found attack volumes falling across financial services, but threat actors are becoming more selective, more patient, and harder to detect.

InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.

On June 30, the SEC asked for public comments on the regulator's proposed amendments to novel ETFs. About a week in, responses tilt to a hard "no thank you."

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.

A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.

When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.

The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.

Financial advisors can avoid a conversation mismatch by focusing less on what they do, and more on what clients care about.

From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.

In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.

Clients may be wary of younger financial advisors, but firms can build strategies to allay those concerns and foster their talent.

Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.