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Industry leaders will show exactly how advisors can better use the data they have to charge up AI tools at Financial Planning's upcoming conference, ADVISE AI.

The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.

The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.

WEALTHAWK is giving advisors data on prospects with "money in motion" events.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.