The Latest

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

Thirty advisors recruited by LPL Financial from Ameriprise had objected to a court order that they turn over their cell phones, computers and other devices to be searched by a third-party forensic examiner.

Luke Frye, CPA, is the Accountant in Residence at Canopy, where he brings a background in accounting tech startups and private practice to help firms build smarter, more scalable businesses. After growing his own bootstrapped firm to $500K ARR and helping platforms like Bench and Pilot reach thousands of clients; Luke now focuses on one mission: helping firms add $10 million in collective revenue this year. He bridges modern software and firm operations so practitioners can reclaim their time and build firms that are not just profitable, but truly valuable.

The tool to track midsize private companies comes as firms in that category increase, while public firms are on the decline.

Gaurav Shahi is a seasoned technology leader with deep expertise in AI, data, and digital transformation. As Managing Director – AI, Data & Alliances at Brillio, he leads the strategic adoption of Generative AI and advanced data solutions across industries, helping clients unlock tangible business value through innovative platforms.

Cole Hallman is the founder of Citizens Life Group and an advisor at Asset Life Settlements, a licensed life settlement brokerage bound by fiduciary obligation to act in the seller's best interest. He is a licensed viatical settlement broker.

The pilot program offers rates better than Coinbase, Robinhood and Charles Schwab and will be rolled out to all of Morgan Stanley's 8.6 million E-Trade users later this year.

Evaluating private equity performance is notoriously difficult due to lack of transparency. Asking these 3 questions makes it easier for financial advisors.

Despite the war in Iran and uncertainty over interest rates, the latest Financial Advisor Confidence Outlook shows that advisor sentiment has turned positive for the first time since January.

A GAO report suggests that blanket rules on spousal consent for 401(k) withdrawals could solve "financial infidelity problems — and exacerbate them.