Wealth Think

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

Mandating the use of pricey arbitrators for retail investor complaints makes no sense — other than to make the process prohibitively expensive, argue two investor advocates.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

It's no easy task to compete with mammoth brokers that may be going after the same clients — but it can be done.

Low-cost index funds could be costing investors up to 35 basis points a year.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

Building on advances in financial data aggregation, the behind-the-curtain technology is helping financial planners drive better outcomes for clients.

Advisors should focus on investments that add income prudently while steering clear of high yield.

Used as directed, superbots are particularly well suited to the needs of financial advisory firms, argues the founder and CEO of TIFIN.