The recently renamed wealth firm says its new custodial partnership unlocks additional options for its advisors.

The partnership comes after the company formerly known as Pensionmark acquired a $3.5 billion Raymond James firm.

Robo-advisors are changing how people manage their money by using technology, particularly artificial intelligence (AI).

For financial advisors, staying ahead of these trends is crucial to meeting client needs and ensuring long-term success.

Financial advisors are navigating short-term economic risks and long-term demographic challenges as they look to add assets ...

To push companies in the right direction, advisors must support clients who are interested in making investment decisions ...

Using a private equity advisor can be a huge advantage because of their niche expertise, especially in financial due ...

McQuown, known as Mac, became revered on Wall Street for having led a team of academics to create the first equity portfolio ...

McQuown, known as Mac, became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971. On Main Street, by contrast ...

But, he still has questions about the best way to present his investment management services in a world increasingly dominated by financial planning. In response, advisors suggested emphasizing ...

Index funds and robo-advisors stand out as accessible and effective tools for individuals aiming to grow their wealth.