News

Personal feelings aside, most advisors had already factored into their financial plans the possibility that Biden’s student loan forgiveness plan would not survive.

Our human technology columnist does his best to keep up with the latest generative AI now available (or soon will be) to advisors.

Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.

Commissioned by the U.S. House Committee on Appropriations, the study confirms views that mandatory arbitration agreements imposed by fiduciary-bound RIAs can unfairly limit clients' ability to seek legal remedies against wrongful actors.

Wells Fargo employees tipped off federal prosecutors last year that managers in the bank’s wealth-advisory units were conducting sham interviews to meet internal diversity mandates.

Bankers, traders and support staff in Credit Suisse’s investment bank in London, New York, and in some parts of Asia are expected to bear the brunt of the cuts.