Data Analytics

Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

Industry leaders will show exactly how advisors can better use the data they have to charge up AI tools at Financial Planning's upcoming conference, ADVISE AI.

The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.

The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.