Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage discusses the architectural ...

A while ago, an advisor told me about a phone call from a client that he will never forget. It was from a woman whose husband had died unexpectedly. Overnight, the household income picture changed.

Jake Peterson is Lifehacker’s Tech Editor, and has been covering tech news and how-tos for nearly a decade. His team covers all things technology, including AI, smartphones, computers, game consoles, ...

The feature is now starting to reach WhatsApp Web beta users, with a wider rollout expected for the coming weeks. Here’s how it works. A few weeks ago, WABetaInfo reported that Meta was gearing up to ...

Most RIA mission statements espouse core fiduciary tenets like integrity, excellence, putting clients first and delivering unbiased advice. Indeed, such values are so commonly referenced across ...

AI is everywhere, including in web browsers. If you want to experience the internet in a new, more efficient way, these are top best AI browsers we've tried. I’ve been writing about consumer ...

RIAs are lagging behind wirehouses in their adoption of alternative investments for clients, according to survey results released by research firm Alternative Investments Market Intelligence. The ...

That’s a tough but fair question considering the tidal wave of new private market products hitting the market. And especially when the majority of RIAs are staffed by less than a handful of people ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Registered investment advisors (RIAs) in the U.S. face a new anti-money laundering (AML) reality. Starting January 1, 2026 (now potentially delayed until January 1, 2028), RIAs will be required to ...

Artificial intelligence is reshaping the way independent Registered Investment Advisors (RIAs) operate, and a survey by Interactive Brokers reveals optimism about its role. The survey highlights how ...