While younger family members joining their parents’ advisory firm doesn’t take place at the majority of practices, it isn’t uncommon, says Andrew Town, senior consultant at FP Transitions. Several ...

We've uncovered great advisors in all markets—including South Carolina, Oklahoma, and other states with smaller ...

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling ...

Royal Bank of Canada’s U.S. wealth subsidiary snags advisors from U.S. Bank and J.P. Morgan Wealth Management.

"It's designed to save advisors time, enhance client relationships, and deliver a modern wealth management experience." Key Features of the Financial Advisor Portal: Multi-Client Portfolio ...

The addition of two advisors to Stamford, Conn.-based NewEdge Wealth has enabled the firm to expand its presence in Atlanta, NewEdge announced today.

Compare top financial advisors with SmartAsset and Money ... access to financial planners and private wealth management services, Ellevest provides a comprehensive solution for women looking ...