In this InvestmentNews interview, David Pickler, CEO of Pickler Wealth Advisors, and Stan Gregor, CEO of Summit Financial discuss how advisors can build more agile, efficient practices in a fast-changing wealth management landscape. They explore how AI, automation, deeper planning, and stronger multigenerational relationships can help firms unlock growth and deliver greater client value.
The numbers matter less than you think. In volatile markets, the advisor who shows up, listens, and stays calm will outlast the one who just manages portfolios
The broker-dealer giant's newest C-suite hire brings 30 years of enterprise technology leadership, including time at Fidelity, to its expanding AI agenda.
One upbeat line in a proxy filing was all it took.
He warned regulators in 2011 - two years before the scandal hit the headlines.
A new analysis finds Social Security insolvency would trigger automatic benefit cuts nationwide with ripple effects for retirees, local economies and advisers.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
