Wealth managers need better data infrastructure beneath their AI models to reduce false positives and protect client ...

Merchant Investment Management has taken a stake in Ironbark Financial Group, an Australian wealth management firm with $97 ...

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet-affiliate, Ascend, in Ohio.

AI compliance and gift tax risks from trust modifications top the agenda at the annual estate planning symposium in ...

The SEC approved proposals to let more individual investors access private equity and early-stage startups through new rules ...

The news about the dispute over her estate is particularly surprising because Dolly was meticulous about her public persona and maintaining a semblance of privacy. While details of Dolly’s will aren’t ...

Nearly 70% of childless adults lack estate plans, presenting wealth advisors major opportunities to serve growing ...

The firm partnered with Aboon and RPAG to create an end-to-end platform for advisors serving business owners and employees ...

Advisors can now access the S&P Cryptocurrency Top 10 Equal Weight Index through Eaglebrook's SMA infrastructure ...

Using Rob Reiner’s estate as an example, Sean Weissbart explains slayer statutes and why intent matters when beneficiaries are accused of killing decedents ...

BNY has told advisors it is restructuring its multi-custodial wealth management platform to be part of its larger wealth ...

Rudy Anguiano allegedly took funds from two customers and transferred them to an account he controlled without their ...