Author: narayan

Adding or expanding service offerings is a top consideration for RIA executives seeking to scale their businesses into sustainably managed

The wealth management industry has a reputation for being a slow adopter of technology. One sign of that is that

2025 largely saw more of the same in the independent broker/dealer space, except for one big thing most advisors didn’t

United Capital Secures Third Deal of 2025 United Capital Financial Advisors, a subsidiary of registered investment advisor Creative Planning, has

Florida is among the handful of states that provide significant creditor protection for assets held jointly as tenants by the

Nationwide Names New Retail Broker/Dealer Arm Leader Nationwide’s investment management group has named Tammara Flagler as head of its retail

The integration of artificial intelligence into estate and financial planning practices is rapidly evolving. AI-powered background and other fact checks

The fraudsters behind unregistered, supposed cryptocurrency asset platforms used WhatsApp groups to entice retail investors into a scheme netting them

In August, President Donald Trump unveiled an executive order ordering regulators to make it easier for private assets (including private equity, real

While artificial intelligence is seemingly everywhere, for financial advisors, it has mostly been relegated to making the menial back-office tasks