Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

With Google’s AI-focused venture fund giving Range $12 million, it’s déjà vu all over again for our technology columnist.

Wealth Management Magazine Digital Edition - First Quarter 2023

Who’s in charge? It's not employers.

Why should advisors bother with NFTs? Because there's real money involved.

Each of the people on this year's Ten to Watch list, in unique ways, has the potential to change the way advisors work.

Teams, technology and taxes are behind the rising wave of deals, writes the president of Merit Financial Advisors.

While most advisors successfully adapted to remote work and saw their AUM rise during the pandemic, nearly 3,000 took PPP loans.

Much of the tumult experienced by the nation throughout 2020 could drive a very active 2021 proxy season.

Witnessing the insurrection at the Capitol, financial advisor Rianka Dorsainvil couldn't just return to normal. "There's nothing normal or usual about any of this."