Craig Hawley

Early adopters of machine learning technology are more likely to expect business increases this year.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.