In late November, a start-up called “/dev/agents” captured headlines with its $56 million seed funding round at a $500 valuation . Not bad for a company without a commercial product. It’s easy to see ...

Why do investors pay advisors? According to our recent research, investors value advisors who provide advice they can rely on, offer goals-based planning, help them stay on track, and (to a certain ...

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

Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...