That’s part of what makes Wen Nottebohm’s perspective so compelling. Wen is part of the Atlanta team at Cresset, a $230B+ multi-family office. The team manages roughly $7B in assets, and Wen herself ...

Following its acquisitions last year of two U.K.-based wealth managers, Corient expands its global footprint with ...

CE providers say CFP Board fees create financial burdens and call for direct billing to reduce costs and improve transparency ...

Edelman Financial Engines commits $10M to Rowan University for a new financial planning school to address the advisor ...

Learn how AI enhances financial advisors' efficiency while preserving empathy and trust in client relationships ...

Wealth.com raises $65M to enhance AI estate planning, expand enterprise distribution, and open a New York City office in May ...

Schwab CEO Rick Wurster also announced increased investment in the AI-tax platform Wealth.com as the firm sought to calm investor fears about an AI lag.

Advisors can explore opportunities in DOL’s proposed fiduciary rule to enhance client relationships and investment processes ...

The first quarter of 2026 marked the most active start to a year on record for registered investment advisor mergers and ...

TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies.

TIFIN.AI offers agentic workflows for wealth managers, meant to streamline operations, investment management, client ...

At RIA Edge Nashville, speakers from Integrated Partners, Merit, Mercer and Stratos dug into the challenges and benefits of ...