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 ...

QuickBooks is a great option for small businesses that want full-featured accounting software but, if you’re just using it ...

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The adoption of cryptocurrency assets among US financial advisors is growing and intensifying, according to new research. Advisors are embracing digital assets more broadly and deeply than in any ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Gold, which has been a material portion of client portfolios ...

An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

Google rolled out Ads Advisor, its AI-based chatbot for Google Ads, a couple of weeks ago. But some are noticing that if you have an MCC account, where you manage multiple advertisers under one ...