Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Crude oil markets have been thrown into fresh turmoil after a brief truce in the Middle East allowed tanker traffic to resume ...

Fewer than a third of women describe themselves as highly confident managing their own money, but that confidence roughly ...

Advisors serving mass affluent and middle-income clients are facing a widening gap between the wealthiest households and ...

Advisor's Alpha framework joins Envestnet's platform, giving advisors new tools to manage client tax exposure year-round.

Families plan to spend about the same this school year, but inflation is stretching budgets and driving more value-focused ...

The partnership arrives as most small business owners near retirement age still don''t have a formal succession plan in place ...

Russell Investments has agreed to change owners for the second time in a decade, with an investor group led by venture firm B Capital and including the California Public Employees' Retirement System ...

A spokesperson for the estate planning fintech cited AI's reshaping of where value sits in wealth tech as Trust & Will ...

Investing in American homes may be either a challenge or an opportunity right now, depending on the stage that investors are ...

Berthel Fisher has also introduced Madyson Tracy as its new vice president of business development, a role focused on ...

Financial advisors who use AI tools effectively are reporting sharply higher satisfaction with their firms, and the technology is freeing up time for the kind of relationship-building work that ...