Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.

Clients must understand that having too much of their portfolios allocated in cash can mean lower returns over time.

Regulators allege First Horizon Advisors violated Reg BI when it continued recommending complex investments even though it was struggling to bring over customer information from a recent acquisition.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a "soft landing" remain to be seen.

Financial advisors from three non-giant firms shared how they can find their edge in a channel of wealth management that's increasingly fragmented toward the top.

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.