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

Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global ...

If we’re to take stock in a new survey put out by Paris-based investment firm Natixis, all the hair-pulling over financial ...

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.

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 ...

Also, Caprock opens a Denver-based multi-family office, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth ...

FINNY’s Hunter AI automates marketing for advisors, creating personalized strategies, content and campaigns to drive growth ...

AI is changing wealth management with conversational input, scalable back-office roles, and improved APIs for autonomous ...

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

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

Diversified portfolios outperformed the 60/40 model in 2025, but long-term results show traditional strategies deliver better ...