Jake Safane has nearly 15 years of journalism and marketing experience on topics ranging from local entrepreneurship to international banking. He has written for publications such as The Economist, LA ...

Amicus Financial Advisors, LLC (“Amicus”) was ranked by USA Today/Statista as the #33 Best Financial Advisory Firm in the nation, making Amicus the highest ranked firm in Texas. Founded in 2005 as a ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Forbes' top advisor rankings, developed by SHOOK Research, are the only ...

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a decades-long passing-on of cash, stocks, real estate properties, and other ...

Asian Americans are projected to become the largest immigrant group in the U.S. by 2050, accounting for about 38% of all U.S. immigrants. Despite the group's growing wealth, many financial advisors ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.

Based on Wolfe Research analysis, Bank of America and Osaic, formerly Advisor Group, are seeing the greatest attrition, down 293 and 186 net departures, respectively. They are followed by UBS, which ...

BOISE, Idaho, July 30, 2025 /PRNewswire/ -- Inspire Advisors, a Christian RIA platform, is proud to announce that it has been ranked as one of America's Top RIAs for 2025 by Financial Advisor Magazine ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

American Express announced today that it is spinning off its Financial Advisors unit (AEFA) from its credit card and travel operations. American Express shareholders rejoiced, sending shares up 6.4 ...

Flexibility and work-life balance move the needle for America’s advisors. Thousands of employees shared their insights with InvestmentNews when asked what changes they feel would result in a more ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. The future of wealth management is here. We started our rankings initially ...