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Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.

AI can transform how your firm operates, engages clients, and delivers advice—but all of that progress can unravel if you aren't compliant.

AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax,

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?

Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today's wealth firm.

Max Gokhman is deputy CIO for Franklin Templeton Investment Solutions, responsible for leading global investment research, including quantitative, fundamental and manager research teams. Previously, he was president and CIO of the startup asset manager AlphaTrAI and before that, head of asset allocation at Pacific Life Fund Advisors. Prior to Pacific Life, he was a portfolio manager with Mellon Capital's multiasset group and a founding member of Coefficient Global, a quantitative macro hedge fund.

During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.