Financial Advisors

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.

It's that time of year again. Here's how to nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.

More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.