Financial advisor news, market insights, and practice management essentials.
The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.
The US dollar has lost 10% of its relative value over the past year, presenting risks and opportunities.
Blue Owl Capital and Sixth Street Growth led the Series E funding round.
Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.
Three firms recently filed very similar prospectuses for ETFs that would rival prediction markets and bet on elections.
Talk to single women about childcare and marriage, even if they’re not thinking about it right now.
The wealthtech firm is integrating three comparison tools through annuities provider DPL Financial Partners.
The funding news comes just over a week after Altruist launched a new tax planning tool, sending wealth management stocks tumbling.
Industry stalwarts are rolling with the punches and continuing to embrace the future tech.
Mentorship programs and compensation packages are the best ways to retain new recruits, per Schwab’s latest report.
For many advisors, the polished, country-club professional script can feel inauthentic.
No matter the allocation clients choose, being consistent is almost always more important.
The Heavy Assets, Low Obsolescence trend is hanging over Wall Street.
Kids are hungry for investing advice, and financial literacy gaps create an opportunity for advisors to extend their value.
Tax planning tools have been around for years, but they’ve mostly been manual.
The nonprofit has increased its hourly requirements and plans on building out its continuing education offering.
Widening the professional circle of influence is becoming more important as advisors look to expand their services to new areas.
Digital currencies have different purposes both in the real world and portfolios.
Continued geopolitical worries, supply deficits underpin the value of precious metals in the long term.
However, the Zurich-based company’s global wealth unit attracted strong inflows from Asia, Europe and the Middle East.
