An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

In bull markets, conversations about risk tend to take a backseat. When portfolios are climbing, it’s easy for clients to assume everything is fine. But recent volatility reminds us that risk ...

Total client assets in the wealth division rise 11%, with wrap account assets and advisor revenue also setting records.

When a hacker impersonated a client to steal money, an advisor was faced with an expensive moral choice. It was a Monday afternoon. As the advisor sat across from me and told his story, I began to ...

Tom Girardi accused of misappropriating client funds Changes governing trust accounts, if approved, would be phased in over time Nov 15 - The State Bar of California is weighing rule changes affecting ...

Though advisors have opened numerous donor-advised fund (DAF) accounts for clients in the past 10 years, some of these same advisors are frustrated that others haven’t yet opened accounts even though ...

Q3 2025 Management View CEO Milan Galik, via Nancy Stuebe, highlighted that Interactive Brokers achieved strong net new account growth across all regions and client types, adding their 4 millionth ...