Practice

A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.

A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

The educational partnership gives RIAs complimentary access to a DACFP intro course.

A new SE-AWMA designation has added a ninth module or standalone class for professionals working with high net worth clients.

The agency is continuing its focus on firms that have never been examined, including recently formed ones.

An independent investigation found no evidence of a pact with Wells Fargo’s attorney but omitted mention of the other big questions emanating from the case.

J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.