Professional development

The partner and director of sustainable investing at Earth Equity Advisors says meeting two influential people in his life led him to a career in socially responsible investing.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.

Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.

WEALTHAWK is giving advisors data on prospects with "money in motion" events.

Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.