All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

We've added up-and-coming social media platforms to our offerings to connect with a larger audience of financial advisors and wealth managers.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Experts say firms that seek to serve technology-savvy clients would do well to provide the digital tools they desire.

Schwab currently offers crypto-linked exchange-traded funds and crypto futures.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

LPL's financial professionals now have access to a vetted package of AI-powered tools for their practices.

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.

The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into notes.

A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.

Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

How advisor can utilize technology to deliver personalization at scale.

Adam Schiff, known as a pro-cryptocurrency lawmaker, has also introduced bills that would regulate "revolving door" employment at banking regulators.

Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.