The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third ...

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of ...

The commission alleged two advisors defrauded clients by allocating unprofitable trades into their accounts, netting millions ...

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a ...

AI isn’t some distant, sci-fi robot uprising. While generative AI has captured our attention over the past year, machine ...

At the 10th Annual Wealth Management Industry Awards, Martin Tarlie, Product Lead at Nebo Wealth discusses his firm’s ...

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his ...

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million.

Listen as, Max Lane, CEO of Flourish as he discusses how his firm empowers advisors to move beyond holistic advice to ...

Covenant Capital founder Nate Harris explains why he left Merrill and opted for the independent broker/dealer model, which he ...

As to the second, I think it’s pretty clear that boomers will have an increasingly difficult time accessing the advice and ...