Blue Owl's decision last week to halt withdrawals from a premier private credit fund could make for uneasy conversations for advisors who had offered their clients assurances of "semi-liquidity." ...

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex ...

Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an ...

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

The nation's largest bank said Monday that it will continue to invest in artificial intelligence, despite fears that the ...

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The ...

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.