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FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

The Wisconsin wealth manager persuaded more than a dozen clients to put roughly $1.9 million into 'unrated, illiquid, high risk, and potentially speculative' investments. But he never made the investments.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.

Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.

There are few metro areas in the United States where one can retire on less than $1 million.

The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.

The service unveiled a long-awaited online portal where businesses will be able to file their 1099 information returns for free.

At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.

The number of households that can't afford even a small emergency rose steeply in 2022, according to new research.

When it comes to bringing in fresh talent, wealth management has an image problem. Here's how the industry can solve it.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.

Gary B. Gross faces nine counts of sexual exploitation of a minor and the loss of CFP credential after he said he stumbled on old files.

At Future Proof 2022, the eToro U.S. securities expert put the stock and bond losses last year into a helpful context when discussing them with clients.