Karen DeMasters

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Schwab Charitable Donors Had Deep Pockets In 2023

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Despite market uncertainty, donations increased by 31%, Schwab Charitable said.

TIFIN Launches AI Advisor Support Company

by FA Staff

The new firm uses AI to help wealth management firms grow.

Megan Carpenter Named To Board Of Foundation For Financial Planning

by FA Staff

David Yeske is taking over as chair of the board of directors.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

Flourish Offers Fee-Based Annuities

by FA Staff

The platform eliminates the need for RIAs to hold an insurance license.

Bob Doll Named CEO Of Crossmark Global Investments

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The veteran investor is well known in the industry for his annual financial predictions.

BYRT Joins Kestra Platform

by FA Staff

The move positions the Georgia firm to become an acquirer, Kestra said.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

U.S. Stocks Will Hit All-Time High Early In 2024, Bob Doll Says

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But he predicted that the rally would fade as the year goes on.

FPA's Journal Names New Academic Editor

by FA Staff

Derek Lawson is a Kansas State University professor focusing on behavior finance.

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