Opinion News from Financial Planning

AI-powered wealthtech tools can backfire unless they're easy to use, jibe with advisor workflows and produce results, argues LPL Financial's chief product officer.

Deploying mindful nutrition habits throughout the workday staves off advisor stress while sharpening analytical thinking and client communication skills.

Today's bereaved women clients expect respect, empathy and real connection from wealth managers as the great wealth transfer unfolds.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

The ultrarich lean into risk, time and opportunity to build legacies. It's a replicable formula.

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.