Wealth management

As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.

Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.

In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

New Jersey-based Provident Bank promoted Annamaria Vitelli to chief wealth officer and president of the bank's wealth management subsidiary; U.S. Bancorp completed its acquisition of the global investment bank BTIG on June 1; Centier Bank has been honored with the Indiana Bankers Association's Commitment to Community Award; and more in this weeks banking news roundup.

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.

Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.

Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.

Governor Greg Abbott proclaimed Texas the "financial capital of America" at the Texas Bankers Association's annual convention; Columbus, Ohio-based Northwest Bank named Chad Ballard chief information officer; Deutsche Bank terminated some staff as a result of its client relationship with convicted sex offender Jeffrey Epstein; and more in this week's banking news roundup.

Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.

The crypto industry thought it could do trust better than the banks, found out it couldn't and realized it needs rules to guarantee trust.

Cryptocurrency companies have rushed to apply for national trust charters from the Office of the Comptroller of the Currency during the second Trump administration after remaining on the sidelines for years. Experts say the trust charters offer them scale, Fed access and legitimacy without the full regulatory burden of traditional banks.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Berkshire Hathaway is narrowing its bank exposure, and sitting on a mountain of money. That says something about the market.