Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.