The financial advice industry in the U.S. is finally learning how to serve the growing population of “overlooked millionaires,” investors with between $2 million and $20 million in assets whose needs ...

I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some ...

The wealth management industry has undergone tremendous growth in the last five years. RIAs with more than $5 billion in assets under management grew at a 24.7 percent five-year compound annual growth ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...

NEW YORK (Reuters) -JPMorgan Chase's artificial-intelligence tools enabled it to boost sales to wealthy clients and manage scores of requests from worried customers even during April's market rout, ...

Successful registered investment advisors have generally grown their employee bases just slightly under the percentage that they’ve added clients, in a sign that quality firms keep staffing up to pace ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

NEW YORK — JP Morgan Chase's artificial-intelligence (AI) tools enabled it to boost sales to wealthy clients and manage scores of requests from worried customers even during April's market rout, the ...