Todd Cooper is the chief revenue officer at TIFIN AG, where he leads business development and enterprise partnerships to help ...

Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.

End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and ...

The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022 ...

The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation ...

A series of CFP Board ads promoting the financial advisor profession to students received swift backlash from those in the ...

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its ...

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than ...

They're a relatively new concept, but interest in single-stock exchange-traded funds has picked up over the past two years or ...

Jim Cahn of WEG says there will always be room for small RIAs. But firms intent on growth will increasingly have to turn to ...