Author: narayan

It has been a week heavy on financial-planning technology, with three announcements from four firms. Apex Partners with Wavvest Apex

The RIA industry did not just have a strong year; it had a record year. It shed the remnants of

We can talk about AI, automation and tools all day long. And to be clear, they matter. They make growing

Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast with Jed Ellerbroek, portfolio manager of Argent Capital Management’s Argent Large Cap

As advisory practices grow larger and more sophisticated, the definition of success is shifting. For many advisors, it’s no longer just about

Darryl Cohen, a former Morgan Stanley advisor who was barred from the industry in 2022, was convicted in a scheme

Wells Fargo Advisors Financial Network has recruited a UBS team that had been overseeing more than $1.7 billion in client

The announcement of a new artificial intelligence tax tool promising personalized strategies “within minutes” sent wealth management stocks tumbling recently

While SurgeONE.ai CEO Sid Yenamandra has said in the past that more than 200 advisory firms and several independent broker/dealers

In Field Service Advice Memorandum 0260401F, the Internal Revenue Service concluded that the transfer of non-voting interests in a limited