After spiking to a near-record high in May, financial advisors’ confidence in the overall economy and the equity markets fell

OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has acquired Rosenthal

Modera Wealth Management, a Westwood, N.J.-based registered investment advisor overseeing $17.5 billion in assets, appointed Gaurav Mallik as chief investment

Consolidators in the wealth management industry expect a years-long rise in registered investment advisor valuations to finally flatline in the

SOUTH KINGSTOWN, R.I. — On a pristine Rhode Island beach teeming with noisy seabirds, a group of biologists armed with

The Massachusetts Appeals Court’s recent decision in Fern v. Baker provides important guidance on interpreting the scope of authority under

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews

More than 3,000 solar panels power Jack’s Solar Garden, cool the land and help it turn a profit The Guardian

Feathery, which calls itself an artificial intelligence operating and decisioning system for financial services, announced that it has raised $30