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The online portals could make working with the agency easier for financial advisors, tax professionals and their business owner clients.

The firm's bottom line took a one-time hit from legal expenses even as it recruited advisors and added to its assets.

Two companies came together and dropped an outside clearing firm as the team led by CEO Cat Davies enters an increasingly competitive area of the industry.

Matt Cameron is head of policy and regulatory affairs of Remitly.

Saema Somalya is chief legal and corporate affairs officer of Remitly.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.

Loretta L. Worters is vice president of media relations at the Insurance Information Institute. She works with the National Coalition Against Domestic Violence on the importance of financial planning that helps survivors prepare for a better life. She has also served on the Allstate Foundation board along with the National Network to End Domestic Violence Fund and currently serves on the IICF Northeast Division board.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.