A 2025 Russell Investments study found that the true value a customer receives from a financial advisor's guidance would be worth a fee of 4.87% of assets managed — far more than the 1% fee typically ...

Gen Z clients are getting older, growing their wealth and more likely to work with a financial advisor than previous generations — but they're also very different as clients, according to Charles ...

Financial advisors whose younger clients hope to catch up with their savings via wagers on prediction market platforms may want to point out recent studies showing that very few people make money off ...

Ex-LPL FA Benched over Undisclosed Work for Streaming Co.

Ex-FA Ordered to Pay $1.4M over Alleged Fraud ...

The LGBTQ+ community faces unique considerations in estate planning, health care, parental rights and relationship structures that call for financial advisors to be especially curious — and to listen ...

Rockefeller Capital Management's wealth management unit, the Rockefeller Global Family Office, has added a financial advisory team in Houston, a spokesperson confirmed.

Morgan Stanley Investment Management has launched a new government money market fund where issuers of stablecoin — the dollar-pegged digital asset — can invest the reserves required to back their ...

Solicit Case; Judge Rejects Alpine’s Challenge to Finra’s Authority; Ex-CFA Exec Facing Prison over $6M Embezzlement; LPL Da ...

Hybrid registered investment advisory firm &Partners, which was launched in 2023 by former Wells Fargo Advisors executives and has regularly tapped its Wells roots for advisor recruits, has been ...

Citigroup has unveiled an agentic artificial-intelligence tool designed with Google Cloud and Google DeepMind technology, including the firm's AI chatbot, Gemini, and aimed at Citi's wealth management ...

Raymond James announced that it has added a financial advisor duo that oversaw more than $225 million in client assets at LPL Financial.