Opinion News from Financial Planning

Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.

Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Once client data enters a tech provider's software, does your firm still own it? It's not a given.

From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.