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.

These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.

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.

In a highly competitive landscape for tech developers, financial advisor firms often fall short compared to mega tech players and startups. But there are ways to attract top tech talent, advisors and consultants say.

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.