To make room for Mr. Dunlop on the MAX Power board, Mr. Bill deJong has resigned as a Director, effective immediately. MAX Power extends its appreciation to Mr. deJong for his excellent service to the ...

Tax preparation services will be led by Amanda Hoeppner, CPA, who recently joined the firm at the start of 2025. With over 20 years of experience in tax planning and preparation, most recently at ...

M. Christine Book, of Barlow Wealth Partners, is one of our 20 People to Know in Wealth Management for 2025. M. Christine ...

Nine in 10 wealth managers in the survey expect their firms to grow by 5% or more this year, with 36% projecting revenue ...

Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms ...

AI in Finance Market size is expected to reach USD 73.9 billion by 2033, projected at a CAGR of 19.5% during forecast period.

Buffett, the legendary investor and chairman and CEO of Berkshire Hathaway BRK.A BRK.B, echoes the advice of many financial advisers: Parents should discuss money management and family finances with ...

Despite a laxer regulatory direction under the Trump administration, the consultancy is warning RIAs against marketing rule ...

A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.

After seeing my mom struggle to make ends meet, I made a career in finance. I now teach my children to save and invest — not ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.