Scary good voice cloning technology means advisors can no longer believe what — or more accurately, who — they're hearing on the phone. Rigorous verification protocols are the new key to gaining client trust.

Minority transactions are increasingly appealing to sellers who are wary of giving up the full control of their firms. But experts say the deals do come with strings.

Americans tend to be overly pessimistic about their own life expectancy — a fact with major implications for retirement planning. But new research shows that certain interventions can help.

Getting it right can help prospects find your firm's website, according to FMG Suite's Samantha Russell at ADVISE AI.

Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.

The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors but reaping healthy profits.

Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."