Four-fifths of non-public banks are projected to integrate AI by 2027.
The latest updates aim to help with complex decisions around succession planning and tax changes around the One Big Beautiful Bill Act.
Wealth managers weigh in on ways to make prenuptial agreements more attractive for clients getting hitched.
CFP Board, the Financial Planning Association, and the National Association of Personal Financial Advisors reiterate the need for a harmonized federal and state-level approach.
Wealth managers are increasingly seeing 'AI washing' in the market. Here's how they determine what is real innovation and what is hype.
Financial advisors offer their opinions on the rapid rise of private credit in client portfolios.
New survey finds CFP holders are more generously compensated than their non-credentialed counterparts, while enjoying a sense of purpose and deeper relationships.
Wealth managers are seeking more opportunities abroad with foreign branches and ex-pat clients. Here's what they have to say about expanding internationally.
New research shows physicians start their careers at least $200K in debt.
Survey research shows just over half of Gen Xers satisfied with advice as retirement and economic anxieties take a toll.
Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.
The pop megastar's $1.6 billion fortune and the Kansas City Chiefs tight end's millions aren't the only things that need protecting, experts say.
With advisor-managed HNW assets set to top $30 trillion by 2028, Cerulli says firms moving upmarket are under pressure to offer a wider range of sophisticated solutions.
With trillions of dollars in transit, HNW expert sees a bigger picture.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
The rising cost of living is forcing more adult children to move in with their parents. As a result, more parents are seeking advice from their financial advisors.
Google still dominates search, but advisors are shifting to “generative engine optimization” to stay visible on AI search platforms such as ChatGPT.
With 70% flagging organic growth as a priority, report highlights pain points and strategies for independent advisors to expand their client base and presence.
Report shows advisors also shifting time toward client relationships and embracing AI tools.
However, proactive planning helps families feel more secure.
