Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

There are important nuances to note in the relatively straightforward requirements of the rule.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

To ensure their employees' financial wellness, emphasizing financial literacy is key.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.

To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.