The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

LeCount Davis, Stanley O'Neal, Maggie Lena Walker, June Middleton and Gerald B. Smith transformed wealth management, investment management and personal finance.

The annual ranking of the fee-only RIAs with the most assets under management — see the top firms.