The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The president of the firm's Private Client Group also discusses why advisors headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing ...

It apparently means a lot of different things to different people. Just ask Jim Murray, a founder of Townsgate Wealth ...

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI ...

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry ...

RBC's U.S. wealth management revenue rose in the bank's first quarter, driven by net asset inflows and appreciating markets.

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other ...

Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.

Lakesha Williams is a wealth strategist, financial literacy advocate and chief empowerment officer at financial education ...

Today's gig workers — an umbrella term covering freelancers, contractors, fractional and solo entrepreneurs — comprise a ...

Nearly a month after the departure of its private bank head, Citi has tapped a Bank of America executive to oversee its private banking operation in North America.