Portfolio

A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.

Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

Anthropic's advisor-support system draws on financial analytics and technology from BlackRock, Vanguard, Charles Schwab, iCapital and others.

Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.

Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.

A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.