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

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true ...

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

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific ...

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

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

Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to ...

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.

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 ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.

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