The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

One area of focus for the bank is using advanced artificial intelligence to detect business-email compromise. The payment messaging network Swift and online gambling host Caesars are also using AI to stop people from gaming their systems.

Lack of financial preparedness and use of benefits are costing workers at all levels.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

Researchers found that relatively older mutual fund managers obtained half a percentage point higher annual returns than their relatively young counterparts.

The widely varying disclosures at some of the largest companies display how the common brokerage industry conflict of interest generates a fortune for them each year.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.

More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said.

Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

An AARP study found that the losses amount to tens of billions of dollars each year, with the vast majority going unreported to authorities or the industry.

Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.

Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.