Practice management

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

The online portals could make working with the agency easier for financial advisors, tax professionals and their business owner clients.

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.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

CEO Dan Arnold said on the firm's last earnings call that the tools were "receiving positive early feedback and demand in the marketplace."

A handful of insurance companies are remaining in the adjacent field or boosting their holdings, even as many of their rivals sell off most of their advisory businesses.

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.