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"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.
July 1
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A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.
July 1
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The investment group accuses the regulator of “failing to apply consistent treatment to similar investment vehicles.”
July 1
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Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team
June 30
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The educational partnership gives RIAs complimentary access to a DACFP intro course.
June 30
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Some of the wirehouse's advisors marketed and sold a complex options trading vehicle without adequately understanding its risks, according to the regulator.
June 30
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The ultrawealthy love niche investments, but not hedge funds.
June 30
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J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.
June 29
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As wealth managers brace for new enforcement cases under Reg BI, a case stemming from conduct four years ago may offer some clues about what’s to come.
June 28
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From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.
June 28
