With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's ...

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial ...

A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors ...

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say ...

Advisors in Boise ($167,940), Barnstable Town, Massachusetts ($135,000), Pittsfield, Massachusetts ($132,170), Utica-Rome, ...

Raymond James landed a big one this week with a financial firm moving its $2.7 billion AUM wealth business over from LPL ...

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying ...

Regulators discovered Julie Darrah had been siphoning millions from elderly clients after WEG bought her practice in 2021.

That giant question could bring any number of different answers based on a variety of factors. Here's how four experts break ...

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any ...

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's ...

Paul Atkins said he doesn't like regulation by enforcement, a message that broker-dealer groups have spent the last several ...