As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

Boston Financial Management was founded in 1976 by Chairman of the Board Richard H. Morse, who will retire as part of this ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

the last five as head of digital wealth management). Other advisors include Indyfin founder Akshay Singh, Linda Litner, a ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.

When wealth advisors devise strategies for their clients, children are often an afterthought. They’re mostly considered ...

Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path ...

The 2024 PROCU Conference marked a pivotal moment for the credit union industry, setting a new attendance record with more than 55 credit unions ...