Wealth management

The marketing technology firm's new drag-and-drop tool includes AI-powered tools for headline writing, image generation and calls to action for clients.

AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.

One provision of the six-part package applies to all registered advisory firms, and compliance experts say the guidelines could prove costly for smaller companies.

The private equity-backed consolidator led by Peter Mallouk opened a new unit after acquiring a different Twin Cities-area firm earlier this summer.

It's a good time for savvy financial firms to scan for the right teams to onboard.

A new survey from Prudential highlights the needs for a strategy change among the next group in line to leave the workforce.

In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.

Titan Global Capital Management was charged with using misleading metrics in its advertising for more than a year.

Reducing financial stress can drive employee engagement and productivity.

The move comes as LPL boasts hefty profit gains in earnings and Kestra struggles with debt.

A sale of the business bought four years ago would undo another part of CEO David Solomon's ill-fated move into managing money for a wider array of clients.

It's not about working longer hours, living in an urban area or being older.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

James Tuminello argues in court documents that he only reached out to clients he formed with relationships before joining the large wirehouse.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Plus, former Vanguard CEO Bill McNabb's new gig; a new family planning tool for advisors; and Apex rolls out rebalancing updates.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

Missouri requires brokers who recommend investing on environmental, governance or social principles to sign statements saying they "are not solely focused on maximizing" returns.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.