Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...

Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active strategies.

Andrew Douglass, head of growth at AlTi Tiedemann Global, said there is little competitive advantage to using nonexclusive ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

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

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

While financial advice doesn’t always have to be a team sport like basketball, advisors who work in teams can boast structural advantages, according to insights from Boston-based consultant Cerulli ...