Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

Delaware Statutory Trusts can help burned-out landlords defer taxes, but they aren't right for every 1031 exchange client ...

Edelman Financial Engines is appealing a federal judge's decision to dismiss its lawsuit against Mariner Wealth Advisors ...

Savant Wealth Management, a fee-only registered investment advisor with $57.2 billion in client assets, has landed its first ...

Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

Wealth Enhancement announced it added two advisor teams from Shufro Rose, overseeing a total of about $1.3 billion ...

Michael Molnar, Head of Corporate Development and M&A at Cetera, breaks down what actually drives RIA valuations beyond ...

Brad Morgan is a CFP, wealth advisor at Savvy Wealth. He specializes in helping Procter & Gamble employees and retirees ...

Mindy Diamond and Jason Diamond discuss how advisors now weigh AI, enterprise value, firm stability and ownership structure ...

The Financial Exploitation Prevention Act allows advisors to pause suspicious transactions and protect elderly clients from ...

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance to clients and ...

Investment news for financial advisors about 351 exchanges, bitcoin ETFs, private markest fundraising, Space X and private ...