Financial Advisors

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.

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.

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

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.