Asset manager Neuberger Berman has agreed to take over the alts-focused in-house investment and wealth advisory unit of ...

Also, KeyBank bolsters family office and private capital client offerings with a five-person team, and American Beacon names ...

Kestra’s Bluespring makes an early splash in 2026 with a deal for a 50-person team with seven producing advisors.

Five advisors from Commonwealth move $730 million in client assets to Raymond James amid ongoing post-acquisition departures ...

Morgan Stanley's Jed Finn says artificial intelligence will enhance advisors rather than replace them as wealth management ...

Compound Planning CEO Alex Farman-Farmaian explains how AI workflows help advisors serve more clients without losing personal touch ...

News for financial advisors about RIA ownership of ETFs, model portfolio adoptions, bitcoin, private credit woes.

Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

Rotational fixed-income ETFs convert taxable distributions into deferred capital gains, boosting after-tax returns by 90 ...

Altruist unveils AI tax planning tool, triggering fears of automation disrupting financial advisors as major stocks fall up to 8% ...

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for advisors ...

Private markets now offer digital discovery and education similar to public markets, making investments more accessible to advisors ...