Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

Edelman Financial Engines is appealing a federal judge's decision to dismiss its lawsuit against Mariner Wealth Advisors ...

Orion becomes second advisor tech firm to earn the AI management certification, joining roughly 100 organizations worldwide ...

Wealth Enhancement announced it added two advisor teams from Shufro Rose, overseeing a total of about $1.3 billion ...

Delaware Statutory Trusts can help burned-out landlords defer taxes, but they aren't right for every 1031 exchange client ...

Savant Wealth Management, a fee-only registered investment advisor with $57.2 billion in client assets, has landed its first ...

Mindy Diamond and Jason Diamond discuss how advisors now weigh AI, enterprise value, firm stability and ownership structure ...

Advisors need to measure return, risk and diversification contribution at the position level to build optimal private market ...

Capital expects modest stock gains in second half of 2026 and prefers infrastructure over private equity and private credit ...

The Financial Exploitation Prevention Act allows advisors to pause suspicious transactions and protect elderly clients from ...

On the Inside SMAs podcast powered by Zephyr’s PSN, host Ryan Nauman speaks with Mario Valente, deputy CIO at Stansberry Asset Management, a 10+ year RIA with nearly $1.4B AUM a ...

Michael Molnar, Head of Corporate Development and M&A at Cetera, breaks down what actually drives RIA valuations beyond ...