Ask an Advisor

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.

Friday the 13th is considered an unlucky day — this year has three. We asked advisors to share their scariest stories of client mistakes.

Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.

Social Security claims are up, suggesting retirees are worried about the program. We asked advisors if the economy and solvency of the program have them changing their strategies.

The pros and cons of giving discounted or free financial advice to those close to you.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

Advisors suggested emphasizing that investment management and financial planning work hand in hand.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?