The Latest

Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.

Haleigh Tebben is chief commercial officer at Kindbody, a national fertility clinic and family-building benefits provider for employers. Haleigh leads Kindbody's sales, enterprise operations, and client management teams. She has 25 years of experience in healthcare, insurance, and consulting. 

End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.

The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."

The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.

The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.

Keith Wallace is a senior benefits practice leader at PCF Insurance Services, a national insurance brokerage that offers a broad array of commercial and personal lines, life and health, employee benefits, and workers' compensation solutions. He is skilled in Health Insurance, Disability Insurance, and Term Life Insurance

The case is one of the latest to question if firms can be held liable for costly investment decisions made by clients showing signs of mental decline.

Jeff Hogan is president of Upside Health Advisors.

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.