Washburn University celebrated the future Advisors Excel Hall Tuesday afternoon with a glass-breaking ceremony.

based Carson Group. On Wednesday, the firm released its “2025 State of Women in Wealth Management Report,” where it found specific ways in which female advisors tend to be distinct from male ...

Financial advisors excel at solving this puzzle for their clients — and for their own families — because they understand exactly which accounts to use and how to make them work in tandem.

With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the ...

The building will get an extensive overhaul and be renamed to Advisors Excel Hall over the course of this project. Washburn initially revealed its plans to renovate the building in April 2023 ...

CEO at Wiss. He is proud to lead a team of extraordinary colleagues who have cultivated a culture defined by genuine care and ...

UBS has seen a steady shedding of advisors from its US wealth management ... Juleane Spittler and Chris Jette joined from UBS under the Excel Wealth Management name. The duo reports more than ...