AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

The 2025 Investment Management Compliance Testing Survey found that 57% of firms' compliance officers rated AI as a concern.

Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.

Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

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.

Need a general summary that doesn't require much detail? AI may save time. But if you want content that is nuanced and compliant, these experts say you may want to just do it yourself.

Once client data enters a tech provider's software, does your firm still own it? It's not a given.

Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.

The ex-Nitrogen CEO's new company, which plans to launch its first products in the fall, commenced operations Jan. 2 in Boise, Idaho, after raising $5.5 million in capital.

Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.

Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.

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

Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.

Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.

Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.