Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.

The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.

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?

Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.

Replacing outmoded wealthtech products and practices can not only save advisors time and effort but also boost a firm's bottom line.