Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings.

A hands-on approach to wealth management, but with higher fees.

Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...

Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the ...

Investing in the next generation of advisors is essential to the future of our firm and the clients we serve,” said Burt White, CEO of Carson Group. “Our responsibility is to create an environment ...

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

While financial advice doesn’t always have to be a team sport like basketball, advisors who work in teams can boast structural advantages, according to insights from Boston-based consultant Cerulli ...

Google rolled out Ads Advisor, its AI-based chatbot for Google Ads, a couple of weeks ago. But some are noticing that if you have an MCC account, where you manage multiple advertisers under one ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...