While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal ...

Fee increases Charles Schwab is adopting for its in-house advisory business will keep a cheaper alternative for high net ...

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing ...

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with ...

Token prices have collapsed significantly. Enterprise bills have grown anyway. Here's what advisors should know before ...

The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts ...

The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI ...

Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of ...

Marketing materials rife with rote industry clichés can undercut an advisor's best pitch to prospects — their authentic voice ...

The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show ...

The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how ...

Last year's July 4 tax legislation didn't eliminate the case for Roth IRA conversions, but it changed planning equations for ...