The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.