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From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry this year.

The case stems from Raymond James' recruitment of the $2.8 billion Wise Advisor Group from Baird, which also landed a penalty for a broker protocol violation.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

The president-elect confirmed he will pursue a strategic reserve of the flagship cryptocurrency as part of a broader push for the U.S. to champion the digital-asset industry.

The rival firms will pay for a forensic consultant to preserve evidence of transferred confidential data while they await FINRA arbitration.

The deadline is fast approaching for brokerages to register home offices for employees performing supervisory functions.

Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.

Cerulli Associates reports that retail direct investor platforms grew faster than all other distribution channels from 2022 to 2023, while wirehouses have lost ground.