Practice management

Firms like Morningstar and Morgan Stanley that recently rebooted their chatbots with AI models are finding it's transforming how clients and advisors engage chatbots. Is the industry missing an opportunity for growth with their chatbots?

Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.

Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.

Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.

Accounting needs to evolve in order to face a new reality.

Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.