Financial Advisors

Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.

Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.

Rising wealthtech platform FP Alpha is automating its AI to read more complex documents for advisors and analyzing them in ways to better prepare for major events, like tax breaks expiring in 2025.

Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group discuss how advisors should be careful not to jump into AI too quickly, despite being tech advocates themselves.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

AI agents are already transforming how financial planners and clients interact; the "app-less" version will add an infusion of enterprise-wide scale to the mix.

However, financial advisors have been trying to ease client fears by taking a longer view.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

Merrill Wealth Management and IMG Academy are partnering to bring financial education to those looking to succeed on and off the field.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?