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 ...

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

Wealth.com exec explains how new platforms help advisors scale estate and tax planning while maintaining personalized service ...

Shannon Spotswood explains how estate planning and holistic advisory services help wealth managers build deeper client relationships ...

Advisors who focus on client problems rather than credentials create stronger connections with prospects, expert explains ...

Anne Rhodes of Wealth.com explains how fragmented expertise among attorneys and advisors hurts estate planning client results ...

Private markets expert Kelly Moore explains why advisors are rethinking diversification as infrastructure becomes essential ...

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

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

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

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