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Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.

While generalists may worry they're leaving money on the table by sharpening their focuses so drastically, those who serve narrow client bases say they would never go back.

The family-run Investment Advisors Financial Group team brings $1 billion in assets.

This year's election and a potential replacement doctrine with unclear boundaries could ultimately determine the fate of Labor's retirement advice rule.

The pair previously worked together at the Denver office of Citi Private Bank.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention.

Another private equity investor placed a large bet on wealth management as the latest insurer to sell its industry holdings spun off an attractive asset.

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

The SEC has approved the first U.S. exchange-traded funds investing directly in ether, the world's second-largest cryptocurrency.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

While she has promoted the Biden administration's policies, she has campaigned on ideas that are more far-reaching in scope than the president's plans.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

Terri Kallsen of Rise Growth Partners is currently a member of the CFP Board's board of directors and chair of the finance and investment committee.

Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here's what's next for the AI-backed startup.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.