The term is used and misused to the extent that it has lost meaning — but it's not going away, and it could be a mistake to ignore it.
With the SEC preparing to approve a number of major proposals next year, firms face added costs and a huge amount of compliance work.
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
'We see AI as a friend and not a foe' — advisors say technology is driving down costs and allowing them to serve a bigger book of business.
The new firm's pay 'is significantly enhanced from the industry norms,' according to an investor presentation.
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
The firm is expanding its focus on wealth management and retirement plan advisory.
McNabb believes there is still lots of opportunity for technology to help advisors become more efficient and serve clients better.
Jack Ginter was the president of Wells Fargo's private bank until he left in 2021.
Advisors can bring back 'rational thinking' as study to mark Financial Awareness Day reveals lack of knowledge costs average household up to $5,059 a year.
The startup has raised more than $40 million but until now has only gone directly to consumers.
The digital record keeper now has $9 billion in AUM across 40,000 customers.
The Royal Alliance name and brand had been around since 1989.
The firm said it is up 42 financial advisors compared to the first quarter.
But not everyone is a winner – and here’s why.
Clients are less loyal than ever, so how can you boost your share of wallet?
Firm announces its next round of scholarships for those aiming to become RIAs.
Working from home is deeply entrenched in the psyche of many leaders and firms should take note, Deloitte says.
AI stocks are down 2% in the past week, leading advisors and portfolio managers to debate whether the sector’s best days are behind it.
Outgoing CEO Gorman wants an outcome in which the rejected finalists stay with the firm.
