Practice

Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.

British banking app Revolut Ltd. will stop offering crypto trading services to US-based customers from September, citing market uncertainty and changes to the local regulatory landscape.

Only 15% of respondents reported seeking financial advice from a financial advisor.

The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.

More than 64% of employees have considered leaving their current role as a result of symptoms of stress.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.

Plus, Wealth.com and SigFig welcome new leaders to their teams.