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AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.

Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.

Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.

Here's what advisors at the $2 million production level can expect to earn at large and regional firms

You'd think making $1 million a year for your firm would be considered a lot. But advisors at that level last year have to bring in a bit more to maintain their take-home pay.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.

Recent economic data have shown inflation stubbornly above the Fed's 2% target, putting rate cuts in jeopardy. Lauren Saidel-Baker, an economist with ITR Economics, parses the FOMC meeting, Chair Powell's press conference and takes a look at future policy.