Former Collegiate and Professional Athletes Launch Specialized Firm Offering "Play with Heart. Rest with Confidence.” ...

Waverly Advisors of Birmingham, Ala., has acquired McBride Financial Advisors, a registered investment advisor based in Seahurst, Wash., adding about $181 million in assets under management.

Merger of equals creates a new Atlanta-based firm combining transaction advisory, CFO services, and AI-powered ...

Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.

Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences TORONTO, March 17, 2026 /PRNewswire/ - d1g1t, a leading ...

Lori Feldman, one of the top marketing executives in the music industry, has launched the Redefine Music Advisors consultancy ...

Meanwhile, Carson added an independent office in New York led by a mother-son duo, and Maridea gets a second location in ...

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group ...

Fueled by AI, nearly any software feature can now be replicated in 72 hours, completely disrupting what counts as a competitive moat in finance.

Feathery, the AI data intake and workflow automation platform for wealth management, today announced the launch of the first account opening solution to fully support one-click Schwab account opening ...

Financial advisors who are curious about vibe coding have many free or relatively cheap options to help them get started.