Special Program Root Tag

While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state."

Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.

Whoever wins, '2025 is going to be a very interesting tax legislative year.'

Vice President Kamala Harris sought to outline proposals on housing and a child tax credit, while former President Donald Trump highlighted an aggressive tariff plan.

The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.

Rising wealthtech platform FP Alpha is automating its AI to read more complex documents for advisors and analyzing them in ways to better prepare for major events, like tax breaks expiring in 2025.

The partner and director of sustainable investing at Earth Equity Advisors says meeting two influential people in his life led him to a career in socially responsible investing.

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.

The increase would "ensure that the wealthy and big corporations pay their fair share" at a level that also "rewards investment in America's innovators, founders and small businesses," Harris 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.

Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.