Advisors have had to comply with the Securities and Exchange Commission’s update to advertising for three years, but many are ...

Financial advisors urge wealthy clients to maximize 2025 donations before a new tax law in 2026 will limit deductions.

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

SEC staff discovers some financial advisors are not including testimonial disclosure requirements despite marketing rule ...

In the U.S., that means working with a financial advisor who has fiduciary status. But here’s something many people don’t ...

Forget cold-calling or dialing for dollars, AI may soon become a broker’s best assistant thanks to New York City fintech ...

Watch for dual roles or “switching hats.” Some advisors are “dual registered,” meaning they act as both fiduciary RIAs and as ...

("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that it has raised $17 million in Series A funding. The round was led by Venrock ...

Coinbase will offer several new products, including stock trading and a prediction market, executives said at an event in San ...

FINNY AI Inc, an AI prospecting and marketing platform for financial advisors, has raised $17 million in Series A funding as firms seek to automate client ...

Artificial intelligence isn’t just changing how we work or create. It’s now changing how we manage our money. A new survey by ...

Chesapeake Financial Planners is scaling up. The firm has added new team members, broadened its service capabilities, and ...