Also, Prime Capital announces two recruits from Edelman Financial, and Raymond James lands two Commonwealth advisors.

Technology makes estate planning accessible across wealth spectrum while protecting AUM and creating deeper client bonds than ...

Anthropic's Claude CoWork plugins offer automated portfolio analysis and rebalancing for wealth management firms and advisors ...

Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has added ...

Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...

Prime Capital fights back against Edelman's emergency request over two advisors who left with $550 million in client assets ...

Private equity firm Constellation Wealth Capital makes minority investment in Atlanta-based RIA to fuel Southeast expansion ...

If automated valuation fails when data is abundant and properties are standardized, the structural limits in fine art (unique ...

Repp Lambert and B.J. Crook made the leap to RIA after their practice shifted further away from insurance into planning and advice.

The recent decision in United States v. Heppner, No. 25-cr-00503-JSR (S.D.N.Y. Feb. 10, 2026), underscores the need for ...

Bear-market predictions ticked up in January as more advisors note an unsustainable gap between strong market valuations and the underlying economy.

Special Purpose Trusts let business owners preserve company values while achieving succession goals beyond pure profit ...