The Latest

Jonathan Rogers, co-managing partner, leads the strategic growth of the Wealth Advisor Alliance and the operations of its parent RIA, Forum Financial Management. He supports financial advisors across the Wealth Advisor Alliance and Forum communities.

Bonds are back for high net worth investors.

The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.

Super-rich investors find energy the most attractive of all investment categories.

Publicly traded companies exposed to the "crypto winter" and the collapse of FTX or other digital-asset companies might have to disclose those details to investors under new guidance from the Securities and Exchange Commission.

Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.

Alan Hartwell is group chief technology officer at IRIS Software Group and is responsible for evolving IRIS' cloud software offering and further developing its product engineering capabilities to support its increasingly international expansion. Hartwell brings over 25 years' senior level experience supporting and leading the acquisition, consolidation and integration of products and technologies.