In the latest Independent Advisor Outlook survey from Charles Schwab, financial advisors shared the advantages and pitfalls of the industry's record RIA expansion.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?

As their financial confidence grows, women want to help others succeed, too.

The firm launched a new service giving financial advisors more tools to guide clients through economic turbulence like the present moment.

Understandable expenses came out ahead of every other "want" among customers, displaying how transparent costs are an important differentiator for advisors.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

The active ETF firm's managing partner talks about the potential for options-based strategies in times when stocks and bonds are plunging.

The SEC's case against a barred former broker shows why regulators and the industry often struggle to catch repeat offenders before they harm investors again.

The more important an event, the more resistant it is to a simple, single, widely-accepted explanation

The average American will only have 78% of the income they'll need in their golden years, according to a new study from Fidelity.

A 22-year veteran broker is headed to prison for "intentionally preying" on seniors and families of children with special needs, the district attorney says.

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.

The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

There are key differences between the current banking crisis and the one that brought down the world's economy, but also chilling similarities.