Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy ...

Active ETFs continued to take a growing share of U.S. ETF inflows, rising to 24.6% in 2024 from 14.6% in 2022.

Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and ...

A correction may seem overdue, but timing it is hard and regular investments pay rich rewards in the long term.

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build ...

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

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

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

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

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

In addition, an interesting read on understanding large language models and the NCIRP is seeking public comment.

Bitcoin fan and MicroStrategy Inc. co-founder Michael Saylor also took advantage of surging crypto prices by doubling down on his tactic of purchasing the largest token for the company’s reserves.