From 2010 to 2023, wind power delivered a benefit of £147.5 billion — £14.2 billion from lower electricity prices and £133.3 ...

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. ("Savvy"), today announces the onboarding of three former Commonwealth Financial Network teams ...

The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...

America is minting "everyday millionaires" faster than ever before — 1,000 per day in 2024, according to the UBS Global Wealth Report 2025. But for many people, having a seven-plus-figure net worth ...

The Series 65 exam is required if you want to work as an investment adviser representative (IAR) or start your own registered investment adviser (RIA) firm. Passing this test lets you create financial ...

CCM Investment Advisers acquired 49,757 Oracle shares with a transaction value estimated at $13.99 million based on quarterly average pricing in Q3 2025. The Oracle position represents 1.4% of CCM ...

As independent advisors across the US contend with a growing array of technology and investment choices, Andree Mohr, president of Integrated Partners, is calling for a renewed focus on simplification ...

CCM Investment Advisers initiated a stake of 68,820 shares in AMD in the third quarter. The fund's 68,820 AMD shares are valued at $11.13 million as of September 30, 2025. The AMD stake accounts for 1 ...

Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers.

Two-thirds of financial advisors see artificial intelligence that guides investment decisions as a risk to their organizations. And fewer than one in three RIAs said they would be comfortable using AI ...

Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.