The Estate Planning Documents Clients Need At Every Life Stage
A practical guide to what they need, and when.
Anthropic Launches Claude for Financial Advisors
The new AI suite connects to custodians, CRMs and planning tools advisors use daily and could replace some newer products already on the market.
AI-Backed Portfolio Management Platform Pave Finance Raises $15M Series A
Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.
2026 Wealthies: Rising Stars of the Year
These next-gen industry leaders were honored at the 2026 Wealth Management Industry Awards in New York City.
Broker/Dealers Race to Build Bridge to Wealth
Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to…
The Best Air Purifier of 2026: Tested Picks for Every Room
Protect your home against dust, pets, allergens, and more with the best air purifiers, tested firsthand.
AI Leaders Are Calling for a Slowdown. Trump’s Team Says It’s on Them
Sam Altman and Elon Musk backed Anthropic CEO Dario Amodei’s weekend plea for regulation. The White House seems unlikely to oblige.
The Best Soundbars (2026): Sonos, LG, TCL, Bose, and More
I tested soundbars of all shapes and sizes—these are the best for clear dialogue, booming bass, and realistic surround sound.
How 9/11 Spurred Advisors’ Pro Bono Movement
Scott Kahan helped organize volunteer financial planning for victims' families after the terrorist attacks, launching a movement that continues today.
Former LPL CEO Dan Arnold Lands at AI-Native Wealth Firm
Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.