Financial advisors say that as more seniors work later in life, they are having to adjust their retirement planning.

Secretary of the Commonwealth William F. Galvin says a probe into how firms are using AI isn't a condemnation of the tech but an acknowledgement of its potential impact.

Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

Only 15% of respondents reported seeking financial advice from a financial advisor.

The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.

More than 64% of employees have considered leaving their current role as a result of symptoms of stress.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.