-
Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
July 11 -
Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.
July 11 -
Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.
July 10Practifi -
Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9 -
As one advisor leaves Commonwealth Financial Network to join Osaic and others depart to start RIAs, industry experts say the departures are in line with expectations.
July 9 -
High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.
July 9 -
Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.
July 8 -
Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
July 8 -
Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.
July 8Zinnia -
A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.
July 7