As more wealth advisors nationwide seek greater autonomy, flexibility, and resources to build thriving practices and deliver ...

The best advisor-client relationships are built on human connection, not cash flow projections, writes this Barron’s Hall of ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial ('LPL'), one of the nation's leadin ...

The recruiting wins lure teams of seasoned advisors away from Merrill Lynch and Morgan Stanley.

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.

In one move this year, a 45-advisor team left a big brokerage, taking with them $6.5 billion in client assets to start a new firm. Fifteen years ago, a $250 million breakaway made headlines. Now, $1 ...

Bridget Venus Grimes shares her journey from Wall Street trader to financial planner, creating Equita Financial Network for ...

From classic strategies like tax-loss harvesting to new tax-advantaged funds, financial advisors are emphasizing ways to boost after-tax returns.

If your finances are getting too complex to manage on your own, these services can help. Here's how they simplify budgeting, investing, taxes, and more.

Merit says buying the wealth arm of SSC CPAs + Advisors and partnering on tax services is part of its growth strategy.