There's a giant wealth transfer happening in the financials markets just as we enter quite precarious times with giant trends ...

Angeles Wealth Management acquires XO Capital to launch Angeles Family Office (AFO), a fully integrated solution for ...

Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, discusses key trends that advisors should consider when ...

Envestnet says it has a billion-dollar check to cash. With more than one in three financial advisors using its services and some $6 trillion in cumulative assets, the Berwyn, Pennsylvania-based ...

New growth formula reveals why most wealth managers struggle with organic growth and how creating high value unlocks ...

The partnership provides LPL advisors with estate planning tools including AI assistant Ester for document analysis and modeling.

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. FG Trade Latin/ Getty Images Baby boomers are set to pass on ...

With 2025 mostly in the rearview and the new year just over the horizon, it's the perfect time for a quick look back and a deeper look at what's next. Advisors know better than anyone that nobody can ...

Mark Armbruster used to know most of the other owners of wealth-management firms in the Rochester, N.Y., area. Now, a spate of recent dealmaking has resulted in many competitors being bought by out-of ...

Peter Thiel, co-founder of PayPal, Palantir Technologies, and Founders Fund, holds hundred dollar bills as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, ...

Opponents of California’s proposed 2026 Billionaire Wealth Tax Act repeat a familiar warning: tax the wealthy and they will leave. The claim has rhetorical force; it makes sense on the surface — don’t ...