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Only one state — Minnesota — has so far adopted the new policy.

President Biden has directed government agencies to develop new rules on protecting privacy and security, preventing intellectual property theft, reducing bias and more in banks' use of artificial intelligence models.

Some think the firm needs to become better known if it's to reach its growth goals.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

The agency recommends that financial advisors, tax professionals and their clients start by using a tool on its website and offers a few other helpful words of advice.

A well-known business owner and advocate for the elderly now stands accused of stealing $2.25 million.

Upper management is at odds with their employees over AI use, hybrid work, dress codes and more.

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.