During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
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Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
October 28
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The increased sophistication that cyber attackers are getting from technology requires more frequent updates to cybersecurity defenses, according to cyber insurance experts.
October 28
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Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28
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Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27
The awards recognize early-career brokers that have created top production numbers at their wealth management firms.
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
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Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.
1h ago
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ADP Research will now be releasing data on a weekly basis, in addition to its monthly report, to provide high-frequency insights into the labor market.
October 28
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Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.
October 24
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The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.
October 24
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Wells Fargo also pulls from Merrill and Raymond James again from Commonwealth, while AlphaCore buys up a big RIA and the FPA gets a new CEO.
October 24
