A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.) ...

Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Overspending, liability risk and emotional strain. Clients who ignore advice can jeopardize their own finances and create real challenges for advisors. But a few key strategies can help limit the ...

While the term "financial supermarket" may have gone out of fashion, firms still see opportunity to boost profits and keep clients loyal by blurring the lines between banking and wealth management.

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

New research highlights a widening planning gap among childfree savers, with lagging estate and long-term care planning exposing unique risks — and opportunities for advisors.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

A new risk alert calls out firms for improperly disclosing relationships with outside promoters brought in to provide a testimonial or endorsement.

Brad Vopni is head of institutional at Gemini, a cryptocurrency platform. Prior to joining Gemini, he was head of digital assets at global electronic trading firm Hudson River Trading. Previously, he ...

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset ...