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

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 ...

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

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

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

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

"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 ...