Allocations are up, personal holdings are up and recommendations are up across the board according to the latest Bitwise ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Taylor Kovar is the CEO and founder of 11 Financial, where he specializes in personal financial planning, ...

This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion. MINNEAPOLIS, Dec. 22, 2025 /PRNewswire/ -- Wealth ...

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

While financial advice doesn’t always have to be a team sport like basketball, advisors who work in teams can boast structural advantages, according to insights from Boston-based consultant Cerulli ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...