Financial Advisors

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?

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

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.