Financial Advisors

From classic standbys of business and finance to motivational self-help to modern fiction and more, check out 15 books that helped financial advisors in their practices this year.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.

At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

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

The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.

Financial advisors' jobs won't be eliminated by AI, but their roles are rapidly evolving to keep up with new client demands and oversee new tech to prevent hallucinations.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.