After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

Alongside that, CNBC and other outlets reported that JPMorgan has reduced the valuations it assigns to loans held as collateral in financing facilities to private credit firms, pa ...

Fintech providers are continuing to outpace traditional financial institutions in attracting and converting new banking and investment customers, highlighting a widening competitive divide driven by ...

Nebraska-based Furstenau Financial is the latest fully owned location to join the $57 billion-plus RIA's network, which includes more than 50 Carson Wealth locations.

Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.

Financial advisors are heading into 2026 with a stronger emphasis on customised portfolio construction, evolving product wrappers and changing distribution trends, according to new research. Based on ...

With all that’s been going on lately with the war in Iran, advisors and investors have understandably taken a break from the tariff tiff between President Trump and the Supreme Court to focus on other ...

For decades, regulatory turf wars, duplicative agency registrations, and different sets of regulations between the SEC and CFTC have stifled innovation and pushed market partic ...

New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.

A former financial advisor and Georgia political figure Nathaniel Darnell last month was fined $500,000 by the Georgia Secretary of State’s Office and referred to a district attorney for potential ...

Advisors encourage tax-conscious moves and downside protection more often in 2025, yet only about one-third discuss Medicaid ...

AI is reshaping advisor workflows, and the latest T3 survey of fintech use by advisory firms shows the technology moving from experiment to everyday toolkits, even as other parts of the stack shift ...