It apparently means a lot of different things to different people. Just ask Jim Murray, a founder of Townsgate Wealth ...

RBC's U.S. wealth management revenue rose in the bank's first quarter, driven by net asset inflows and appreciating markets.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry ...

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI ...

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other ...

Today's gig workers — an umbrella term covering freelancers, contractors, fractional and solo entrepreneurs — comprise a ...

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of ...

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, ...

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory ...

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial ...

Nearly a month after the departure of its private bank head, Citi has tapped a Bank of America executive to oversee its private banking operation in North America.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...