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Used as directed, superbots are particularly well suited to the needs of financial advisory firms, argues the founder and CEO of TIFIN.

Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

The fees will vary depending on whether they're assessed on equities, options or over-the-counter equities.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.

The regulator accused a broker-dealer of not having proper supervisory procedures to prevent $533,500 in excessive transactions.

Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

The team joining Fidelis Capital will specialize in working with wealthy families.

Dan Macklin, president of Summer, explains how employers and employees can tackle their student loans next month.

For at least seven years, the company has sought to recoup more than $5.4 million in taxes using an exemption the agency argues does not apply.

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.

Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

New recruit hired to lead West Coast family office business.

Regulators allege the CPA provided an air of legitimacy to John J. Woods' scam that defrauded 400 clients in 20 states.