Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

Does a poor stock pick, for instance, constitute a sales practice violation?

Keep an eye on Asia, longer lifespans, the digital world, and green tech, writes Ida Liu, head of Citi Private Bank, North America.

I didn’t own GameStop but did profit from BlackBerry, also caught up in the current mania, writes Allan Roth.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

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.

Jim Capparelli, CPA, is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset classes.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.