Morgan Stanley's new cross-division initiative has resulted in $1.5 billion in new business from RIAs by pairing investment ...

A team of Commonwealth advisors has launched a hybrid RIA, Bartholomew & Company, while keeping custodial and broker/dealer ...

Mutual fund data reveals steep markdowns in private software firms as AI disruption forces Wall Street to face hidden losses ...

Empower's $340 million Milliman purchase adds DC, DB and healthcare administration, completing its convergence strategy ...

Integrated Partners is celebrating its 30th anniversary this year, reaching the milestone of $25 billion in assets under ...

AI notetaking tools may boost efficiency, but without integration into firm workflows, they create fragmentation and ...

More than half of engaged or married Americans under 45 have signed prenuptial agreements, driven by women's rising earnings ...

Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

FactSet’s partnership with TIFIN.AI combines institutional-grade data with agentic AI technology to modernize wealth ...

Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

The Financial Exploitation Prevention Act allows advisors to pause suspicious transactions and protect elderly clients from ...

Brad Morgan is a CFP, wealth advisor at Savvy Wealth. He specializes in helping Procter & Gamble employees and retirees ...