Professional development

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.

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

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.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

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

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

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

The former Amazon project manager now caters his firm to serving tech professionals.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.