Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Hays said Chief Executive Officer Dirk Hahn has returned to work after surgery in November and a subsequent short medical leave for recovery. The recruitment company said that throughout Hahn's ...

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Equinix Chief Financial Officer Keith Taylor will retire in 2026, ending a 27-year career at the data center company. Taylor will stay on as CFO until a successor is appointed, then transition to a ...

Learn how to create a professional and stylish suit pocket with this step-by-step tutorial. This video covers the fastest and easiest techniques to achieve a polished, client-ready finish, perfect for ...

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...

This event is now available on-demand. If you have previously registered for this event please click here and login using the email that you used to register. For financial advisors, the new year ...

Google rolled out Ads Advisor, its AI-based chatbot for Google Ads, a couple of weeks ago. But some are noticing that if you have an MCC account, where you manage multiple advertisers under one ...