How an Advisor Became a Benefits Whiz and Multiplied His Assets
By Jane Wollman RusoffJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 06, 2026
Schwab Readies $5 Block-Trade FeeSchwab Advisor Services' per-account charge for certain trades, effective March 2, could affect advisors' bottom line.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 29, 2026
Automation Software Boosts Industry Productivity: DocupaceOne AI-based client data platform saved advisors in 2025 nearly 200,000 hours on manual tasks, the firm notes.