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Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active strategies.

From portfolio construction to rebalancing and risk management, the promise is usually described in big, confident claims: better portfolios, quicker decisions, and improved results. Yet for many ...

QuickBooks is a great option for small businesses that want full-featured accounting software but, if you’re just using it ...

Side hustles used to mean late nights juggling spreadsheets, social posts, and client emails by hand. In 2026, a large chunk ...