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  • TAX
    • Investment Strategies
    • Wealth Management
    • Estate Planning
    • Retirement planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Practice and client management
    • Recruiting
    • Professional development
    • Growth strategies
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  • C-suite
    Citi revamps private bank's leadership following Ida Liu's exit

    The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

    By Allissa Kline
    January 27
    A Citi sign outside a bank location.
  • 2024 Most Powerful Women in Finance
    Tips for career management from The Most Powerful Women in Finance

    Industry leaders in this year's ranking shared insight on how they would advise their younger selves on building a path to the top and the skills today's rising professionals need.

    By Frank Gargano
    October 16
  • Technology
    How tech leaders are removing bias from AI

    Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.

    By Rachel Witkowski
    October 15
    ADVISE AI conference 101024
  • Technology
    Goosing productivity, saving time — AI advice from industry leaders

    Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.

    By Cat Auer
    October 15
    Automation panel Black moderator.jpg
  • Technology
    Orion, RBC Wealth Management named Innovators of the Year at ADVISE AI

    The top award winners cap off Financial Planning's inaugural Innovation Award series.

    By Rachel Witkowski
    October 10
    2024 Innovators of the Year 16x9 hero
  • Artificial intelligence
    Michael Kitces on what he does — and doesn't — trust AI with

    The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.

    By Brian Wallheimer
    October 10
    Kitces fireside chat audience view.jpg
  • Technology
    AI for wealth client growth? Slowly but surely

    A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.

    By Rachel Witkowski
    October 9
    RW and MM research panel.JPG
  • Fintech
    AI will create things 'we can't even imagine,' Microsoft data scientist says

    Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.

    By Brian Wallheimer
    October 9
    Charles Morris at ADVISE AI
  • Wealth management
    Live updates at wealth management's first AI conference

    Check in regularly as we update throughout both days of wealth management's first conference focused solely on AI in the industry.

    By Editorial Staff
    Suzanne Siracuse and Michael Kitces at Advise AI Las Vegas
  • Fintech
    4 ethical concerns about AI in wealth management

    The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.

    By Tobias Salinger
    October 2
    Azish Filabi of The American College of Financial Services spoke at this week’s Strategy Forum held by the Investments & Wealth Institute.
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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.