Thousands of philanthropic individuals and the charitable organizations they support have benefited from celebrated painter ...

FINRA says the firm failed to supervise reps who caused clients to incur unnecessary costs through early UIT sales and ...

Two advisory teams managing $1.4 billion are joining Cerity Partners from Shufro Rose, leaving the storied firm's future ...

Marco De Freitas joins from Vanguard to lead operations, technology and AI strategy at the wealth management firm ...

Tariffs are structural changes, not temporary shocks. Here's how to reassure clients and protect their portfolios ...

McDougall v. Commissioner 1 involved the premature termination of a qualified terminable interest property (QTIP) trust by agreement among the remainder beneficiaries and the income beneficiary.

Milemarker Firm MCP provides advisory firms with one governed AI connection across all their data through Model Context Protocol ...

New research shows index fund growth increases individual stock volatility without destabilizing broader markets or indexes ...

With the move, Kay Lynn Mayhue will take the reins of full management while Rick Kent stays to focus on areas like organic growth, strategy and culture.

The wealth manager consolidated enterprise data from custodians and tech platforms to power its proprietary AI framework ...

Philanthropy is the most natural way for advisors to introduce themselves to clients’ heirs. Families uncomfortable talking about death and inheritance will happily discuss what they want their money ...

Retail investors are pouring money into funds and vehicles promising access to Anthropic and OpenAI ahead of their IPOs ...