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

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

High-earning advisors need the edge the latest iterations of digital model management can provide.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.