-
Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
-
The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
February 11
Raise Your EI -
Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
February 10
-
Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
February 10
-
With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
-
Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.
February 10
-
A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.
February 10
-
Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10
-
Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
-
Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
