His message is not that AI will fail as a technology. Rather, he warns us that the greatest technological revolutions in history have repeatedly destroyed the investors who funded them. We’ll examine ...

Wells Fargo Advisors, the St. Louis subsidiary of Wells Fargo, said today it has recruited several experienced financial advisors throughout February who collectively oversee close to $750 million in ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

The benefits of making contributions to a donor-advised fund include immediate tax deductions, tax-free growth and investment choice. But that doesn’t mean that the funds are a fit for everyone or ...

Jamie Dimon’s letter to JPMorgan Chase & Co. shareholders published this month runs to about 25,000 words. For Wall Street, two in particular stand out: “Citadel Securities.” The rare callout of the ...

A fund that includes President Donald Trump’s eldest sons among its investors has booked hundreds of millions of dollars in paper profits through a lucrative playbook that involves taking stakes in a ...

An arbitration panel has ordered Atlanta broker-dealer Truist Financial to pay an investor more $2.7 million for his investment in a defunct Bermuda insurance firm that sold annuity products and that ...

Andre El-Baba never imagined an investment fund could trap him. A lifelong property manager from Vancouver, he’d spent decades navigating real estate markets and thought he understood risk. So when he ...

As the head of financial and economic research at Buckingham Wealth Partners for almost 30 years, one of the most common situations I’ve been asked to address is about clients with a heavily ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

Bumpy markets are no fun for anyone, but for clients about to retire or who are recently retired, volatility can be downright terrifying. That’s because market drops right before or early in someone’s ...