Practice

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

The platforms, where bets are placed on everything from U.K. soccer teams to the price of bitcoin, are getting traction from investors and attention from regulators.

The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.

The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.

Seeing a pattern of stop-and-go federal support, financial advisors clamored for a chance to ask questions about what President Donald Trump's agenda means for municipal budgets and the bonds tied to them.

Financial advisors have critical roles for modifying financial plans to cover costs and long-term plans when clients find themselves faced with caring for a family member.