Record fiscal 2026 revenue impresses, but softening services growth and margin guidance are testing AAPL's role as big tech's safe haven.

The new rule was adopted despite objections from Stifel and Pontera, adding state weight to Fidelity and Schwab's restrictions on credential sharing ...

Callie Cox, former chief market strategist at Ritholtz Wealth Management, has joined Plancorp Wealth Management as director of investment strategy, the St. Louis-based fee-only registered investment ...

Profit margins at asset management firms have eroded significantly over the past eight years, and a new global study from PwC warns the trend shows no sign of reversing without a fundamental rethink ...

Kai Conragan and Allan Smith join Farther's product and UX teams as the firm doubles down on advisor-first design.

The 70% time savings I expected from AI hasn't fully arrived, but the quality of our advice and our private markets platform have changed.

Elderly clients lost about 70% after a South Carolina advisor held inverse ETFs for 798 days on average, the regulator says ...

Getting tax management right can be a powerful way for RIAs to differentiate their practice and demonstrate their value proposition to clients. Learn what successful firms do differently.

For the first time in half a decade, Wells Fargo Advisors is bumping up a revenue and pay target known as a hurdle; below the target, advisors are paid less a percentage of revenue and above the ...

Survey of 400 advisors finds a gap between client tax and wealth transfer needs and what practices offer, as the TAMP provider rolls out a new program ...

Only 10% of firms offer robust training for junior advisors, while a record 21% aren’t even considering a succession plan ...