eMoney Advisor Expands Premium Client Portal Branding Capabilities
By Melanie WaddellThe update gives advisors "greater control" over how their brand is presented throughout the client experience, the firm says.
March 31, 2026
Why Annuities Deserve a Seat at Every 401(k) TableAnnuitization to secure a lifetime income stream is far from the only option available to annuity purchasers.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 24, 2026
Hightower Reports Data BreachThe unauthorized access to the firm's systems affected more than 131,400 people.