Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors ...

Oak Hill Advisors reported achieving a sixfold return on its AI investment through the deployment of the Hebbia platform ...

Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors ...