Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the ...

Over the past decade, the impressive returns of U.S. large-cap stocks have made it easy for investors to overlook international equities. Now, however, the landscape is shifting, and the case for ...

Wealth Enhancement Group pulled in a Hagerstown, Md.–based RIA managing $853 million in total client assets, raising its total client assets to $39 billion. The selling firm, Serafini Financial ...

The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

Step 1. Become a registered user of WealthManagement.com by clicking HERE. If you are already a registered user of the site you can skip this step. Step 2. Once you are a registered user you can ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...

In 2025, hobbyists, investors and passion collectors appear as enthusiastic as ever to build expansive collections of high value collectible property. From coins to sports memorabilia to handbags ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

A trust protector is a person appointed in a trust instrument to carry out specifically listed purposes that are not already delegated to the trust’s creator (settlor), trustee or beneficiaries.

A high-net-worth (HNW) individual may use a donor-advised fund (DAF) as part of their philanthropy planning for many reasons, such as speed of creation, ease of administration and to maximize the ...