Financial Advisors

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.

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.

The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.

In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.