A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

The SEC hasn't put forward a new rule for advisors' use of AI since dropping a proposal earlier this year. Is the lack of regulation hindering innovation?

As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.

Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on administrative work. Amid the AI boom, firms say education has become their top priority.

In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

Financial Planning's September Financial Advisor Confidence Outlook found that equities are growing hotter and cash is cooling off in client portfolios.

Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.

Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.

The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.

Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.

Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.

With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.

By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.

Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.

Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.