Practice

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.

The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.

The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.

Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head Sol Gindi says this structure gives the firm a competitive advantage rivals will find difficult to replicate.

The justices are scheduled to resolve disagreement among lower courts over whether market regulators can order fraudsters to repay ill-gotten gains to victims.

Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around complexity, suitability and more in indexed universal life policies.

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.

A new proposal would allow firms to tack three additional months onto the amount of time they can place holds on the accounts of clients 65 and older in cases of suspected financial exploitation.