Rossby Financial CEO Andrew J. Evans applies the entertainment legend's "plussing the park" philosophy to keep his firm's tech stack flexible.

The current president of Omaha, Nebraska-based Orion Advisor Technology and former starting pitcher for the Vanderbilt University baseball team spoke recently with Financial Planning about his new role, AI, the challenges of bringing various solutions together in one place and more.

Plus, how can a firm integrate and use AI tools compliantly? Experts discussed that and more at Financial Planning's recent Virtual Summit.

Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, or should not, live on after their death.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

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.