In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.

The IRS is forming a centralized oversight strategy for digital assets, but implementing it has been frustrated by delays in the regulatory approval process.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.