Practice

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.

Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.

He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.

Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.

The U.S. Department of Labor collected public comments on its proposal to give fiduciaries discretion to include alternative investments in 401(k) plans.

Schwab, Vanguard and Fidelity barred the DAFs they sponsor from making grants to the indicted nonprofit. The episode highlights why advisors should help clients choose fund sponsors carefully.

The report by ISS Market Intelligence displays both a large uptick in moves by financial advisors and other reps last year and trends over the past decade or more.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.