Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.

Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

The White House has canceled the October 2023 executive order from the previous administration on AI regulation and oversight.

If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.

Funds in areas including bitcoin, technology and clean energy were especially successful.

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Leadership appointments and an influx of new crypto-friendly lawmakers suggest the 119th Congress could be the most fintech and crypto-friendly in years.

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.

A recent Smarsh survey found that although 79% of finserv firms view AI as critical to the sector's future and 81% of large firms feel pressured to adopt AI to stay competitive, only 32% have formal AI governance programs in place.

But even as many firms' tech budgets are likely to increase, experts say carefully spending that money to increase efficiency will be paramount to maintaining a nimble tech stack.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.