Financial advisors spend a lot of their time with clients looking ahead—sometimes zeroing in on how to fund a retirement that is decades away. But new challenges can emerge without warning. One such ...

Brendan Nelson brings decades of experience to his new role as HSBC HSBA0.07%increase; green up pointing triangle chairman, including as a top auditor to banks that later ran into trouble during the ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

Entrepreneurs and executives face countless decisions each day that have a deep impact on the growth and success of their businesses. Some decisions are small; others can carry consequences that ...

A former financial advisor in the Seattle area was sentenced to 32 months in prison Friday for a wire fraud scheme that stole $531,411 from a client’s trust account over roughly six years. Michael P.

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That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.

Carson Group, the Omaha, Neb.-based national advisory network with more than $45 billion under management, has launched a "white-glove solutions" private client offering for its advisors. The launch ...

WASHINGTON—Trump appointees leading the Justice Department are backtracking on a promise to open up the Federal Bureau of Investigation’s files on convicted sex offender Jeffrey Epstein, attempting to ...

Most private market firms focus on dealmaking, with less consideration of clients' risk/reward or liquidity needs. Partners Group took a different approach. Around 40% of its AUM comes from separately ...