The Humphreys Group was founded in 1983 by Henrietta “Henri” Humphreys, a trailblazer in fee-only financial planning. Bourdo ...

In a world flooded with information, financial advisors face an uphill battle to rise above the noise and connect with ideal ...

Leadership is built on trust and driven by purpose. Mattis’ insights remind us that great leaders equip their teams to adapt, ...

AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.

Chris Helton, a financial advisor in Huntsville, Ala., with about $400 million in client assets, has joined Raymond James ...

Oracles such as Chainlink and Band already exist and are used in many crypto systems. In 2025, we may see some emerge for general information that gets widespread attention. Like DDIs, this would be a ...

In Betterment Advisor Solutions’ first-ever annual survey, they asked 500 independent advisors to share how they’re navigating the industry, embracing tech, and winning big in an ever-shifting ...

In 2025, expect to see an emphasis on organic growth, talent and capturing AI efficiencies at RIA firms, said Schwab’s Lisa ...

Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial ...

Capital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more ...

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins’ approach ...