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Following Liu's departure from Citi early this year, allegations arose that she had been mistreated by wealth head Andy Sieg. Citi investigated the accusations and ultimately denied them.

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

New research highlights a widening planning gap among childfree savers, with lagging estate and long-term care planning exposing unique risks — and opportunities for advisors.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

A new risk alert calls out firms for improperly disclosing relationships with outside promoters brought in to provide a testimonial or endorsement.

Amanda Reynolds filed a complaint asking the court to determine whether pets can be recognized as non-humans dependents.

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset classes.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

Also, DayMark Wealth Partners sells a minority stake to Constellation Wealth Capital.