One of the first regulatory priorities likely to die under the incoming Trump administration: the SEC's campaign against ...

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

After a change in leadership earlier this year, the Association of African American Financial Advisors removed the "interim" label from the chair of its board. Last month, the board appointed Alex ...

Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.

More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into ...

The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.

Large-cap funds are generally defined as those that invest in companies with over $10 billion in market capitalization and ...

Advisors who have volunteered their time and expertise said they have reaped the rewards along with those they have served.

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social ...

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to ...