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Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Natasha Brown is an implementation training manager with AP automation provider Yooz and a dedicated board member of the Accounting and Financial Women's Alliance. With over 24 years of expertise in contract and financial operations, SaaS software and B2B products, her ability to develop and lead cross-functional teams has made her a trusted expert in the field.

Dan Zhou, Ph.D., is an assistant professor of accountancy, and co-coordinator of the Gies Business Research Lab, at Gies College of Business at the University of Illinois Urbana-Champaign.

Mark Peecher, Ph.D., is the executive associate dean of faculty and research, and Deloitte Professor of Accountancy, at Gies College of Business at the University of Illinois Urbana-Champaign.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Sam Sullivan is senior account manager of equipment funding at Summit Funding Group, an Ohio-based lender specializing in lease financing for health facilities nationwide.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.