Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

The St. Petersburg, Fla., brokerage firm has added wealth management teams based in Denver and Rochester, N.Y.

In fact, Vanguard Group, the home of passive indexing, estimates that working with an advisor can add up to 3% annually in ...

Advisor satisfaction with their firm's technology had declined for the first time in four years, Advisor360 reports.

Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.

Overview: AI agents automate routine banking tasks, speeding up services like account opening and loan approvals.They enhance ...

OpenAI unveils GPT-5.4 Thinking model and financial tools for wealth managers, ramping up competition with Anthropic's Claude ...

As a result of Comerica's acquisition by Fifth Third Bank, Ameriprise will lose a large contract for its financial ...

Financial advisors are using AI tools to draft client communications, create presentations, and summarize research. Portfolio ...

In a separate advisor move, Gardner Wallace Financial Solutions has joined Osaic through Advisory Resource Group, an office ...

In reality, make-versus-buy decisions are among the most strategic choices a firm makes. They determine what the advisor actually does each day, how scalable the business becomes and where enterprise ...

(THE CONVERSATION) Tax Day is right around the corner – an annual reminder that without the option to file jointly, singles pay more per dollar earned than married people. Tax advantages are just one ...