Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

Merit Financial now supports the Advisor360° platform, offering advisors seamless integration, meaningful tech choice, and zero workflow disruption.

Managing significant wealth across investments, taxes, estate planning, insurance and philanthropy can become complex to ...

Philanthropy, once considered a peripheral topic in wealth management discussions, has emerged as a central pillar of ...

Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of ...

Financial advisors are mostly bullish on their clients' retirement readiness and tax burdens in the new year, according to a new U.S. News-AdvisorFinder survey conducted in the fourth quarter of 2025.

Hurtigruten is celebrating Travel Advisor Appreciation Month with a new education series and offers for advisors and their clients, including discounts on voyages and consumer savings.

Jump reports rising costs and geopolitical tensions are shifting client behaviors in finance, heightening anxieties and ...