Brett Griffin was given two months' notice that he would lose his job when Charles Schwab closed the office where he was ...

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville ...

2025 proved to be a watershed year for artificial intelligence in the wealth management industry. On the upside, AI-powered prospecting and note-taking were among the first areas where many advisors ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.