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FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

Jamie Hargrove, the founder of Hargrove Firm LLP, is an attorney and certified public accountant with nearly four decades of estate planning experience. He is also co-founder of NetLaw, a technology platform that powers Hargrove Firm's online estate planning services. Previously, he led a 160-attorney estate and trust practice for a Kentucky-based law firm.

The Wisconsin wealth manager persuaded more than a dozen clients to put roughly $1.9 million into 'unrated, illiquid, high risk, and potentially speculative' investments. But he never made the investments.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.

Érica Carnevalli is a spring reporting associate at Financial Planning. She is a graduate student in the business and economic reporting program at New York University. A native of Brazil, she has also worked at Brazilian publications and interned at CNBC Investigations in New York.