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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 ...

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...

Understanding Forex Trading in Nigeria. Forex, or foreign exchange, is the market where currencies are traded. In Nigeria, trading is legal through regulated brokers and recognize ...

As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

The language that financial advisors use in their first interactions with prospective customers could make or break the ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Many social media influencers are making millions of dollars and letting it sit in their checking accounts. Advisor Natasha Howe is teaching some female influencers how to put that money to work.

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

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

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

BNY Pershing and Goldman Sachs Ayco are entering the client custodial referral market, a space previously dominated by Charles Schwab and Fidelity Investments, with further competitors likely to join ...