With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

By Jordan Rubin Michael Cohen has filed his final brief in his bid to get the Supreme Court to review his civil damages claim against Donald Trump and other Trump administration officials for ...

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around $262,000 to the Buckeye State. Jeanne's total tax burden is nearly $3 ...

Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

Michael Nietzel is president emeritus of Missouri State University. A Forbes contributor since 2019, he writes about higher education. After earning his B.A. from Wheaton College (Illinois), he ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to ...

Michael Gronager, co-founder and CEO of Chainalysis, has taken a personal leave of absence from the company. The blockchain analysis outfit isn’t sharing why but says the development is ...

Michael Stephen Pacquiao, the 22-year-old son of boxing icon and reelectionist senator Manny Pacquiao, has filed his certificate of candidacy (COC) for councilor of General Santos City. He will run ...

On the same day Vice President Kamala Harris is campaigning in Flint, Michigan, filmmaker Michael Moore is warning of a fatal “mistake that could be made in these final 4-5 weeks” until ...