An award winning journalist, James Rogers joined InvestmentNews in January 2026 after spending more than three years as a financial columnist at Dow Jones' MarketWatch. He previously worked at ...

Julia Carreon says there is a 'double bind' when it comes to standards of behavior from men and women in the wealth ...

According to a note Monday from Wolfe Research, the biggest net gainers last year of financial advisors were: LPL Financial, ...

Nearly 5,700 advisors now use Altruist, which says “many, many advisors” have come to its platform after Schwab's squeeze on ...

Longtime Chicago-based portfolio leader Joel Hirsh will chair a global committee overseeing public, fixed income, and ...

The health‑insurance sector is at the center of market turbulence today, as a proposed 2027 Medicare Advantage payment update ...

Elsewhere, NorthRock Partners adds an Ameriprise team to cross the $11 billion AUM mark, while Elevation Point adds a Merrill ...

Regulator outlines early use cases for autonomous AI tools, urges governance frameworks while it continues to shape guidance around emerging technology.

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

New lines of business can keep clients 'sticky,' but they can also be costly and time consuming for advisors trying to run their practices.

Schwab's DAF platform sees more than 1.5 million grants as donors deploy appreciated assets, ETFs, and index funds towards their charitable giving.

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in ...