James Gorman, who was just named chair of Disney, will take the "chair emeritus" title after leaving the board.

The XY Planning Network has decided to suspend its virtual assistant program, XYPN Ops, as a standalone offering.

"We are always innovating on behalf of our advisors," Robert Russo, Independent Advisor Alliance's founder and CEO, said in a ...

A comprehensive study would be the first since the Government Accountability Office offered recommendations 15 years ago.

In 2022, high net worth individuals allocated 24% of their wealth to art. That number has fallen to just 15% in 2024.

State securities regulators are seeing a sharp rise in investigations related to technology and digital assets, as well as a ...

Domain Money offers three levels of plans based on cost and financial advisor-engagement length: a one-pager ($2,500), a ...

Amerprise Financial's Advice & Wealth Management unit had pretax adjusted operating earnings of $826 million in the third ...

"We are keeping the advisor compensation plan virtually unchanged," Tim Shook, head of advisor strategic programs and ...

Modern Wealth Management has acquired Boise, Idaho-based Petso Financial Consultants LLC, a fee-only financial advisory firm ...

As a financial advisor, there were times I felt like a jet fighter pilot experiencing flame-out. Suddenly, the engine stopped ...

A new research report from Cerulli Associates published in partnership with Osaic, shows that reliance on financial advisors ...