While generalists may worry they're leaving money on the table by sharpening their focuses so drastically, those who serve narrow client bases say they would never go back.

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here's what's next for the AI-backed startup.

A traditional focus of organic growth efforts is receding in importance for prospective customers — making a strong online footprint a requirement, experts say.