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April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.

Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.

Paul Reid Galietto's lawyer says he was let go by Credit Suisse in 2021 after the firm tried to unfairly blame him for losses from the collapse of the giant family office Archegos Capital Management.

Jeremiah Barlow, MBA, JD, LLM (Tax), is chief solutions officer at Mercer Advisors.

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

The nation's largest bank said Monday that it will continue to invest in artificial intelligence, despite fears that the technology may harm lenders, and in private credit, despite concerns of cracks in asset quality.