With the OASI trust fund projected to run dry by late 2032, three advisors explain how to stress-test plans, reframe the conversation, and keep clients from panicking
New report shines a light on the global luxury spending trends.
As adoption escalates, FPSB practice guidance covers eight ethical principles as two thirds of financial planning firms already adopt the technology.
Top advisors and firms traded spreadsheets for trophies as the financial services industry gathered for a red carpet celebration at the Edison Ballroom in Times Square
Three wealth management professionals share strategies for supporting bereaved clients with empathy, structure, and long-term planning
New Natixis research shows U.S. wealth managers posted 12.5% AUM growth last year – but client behavior and digital disruption could slow the pace.
New research shows aspiring advisors are fluent in AI — but fear firms will automate the very roles they need to learn the trade.
Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.
Recession fears and portfolio defensiveness are rising sharply as confidence in markets hits a four-year low, according to Allianz Life.
The number of people with $30m or more in assets surged to an all-time high last year, and there could be 190,000 more by 2030.
Three RIA founders explain how breaking from large firms to pursue their own happiness gives them the fiduciary freedom their clients deserve.
AI, self-direction and the great wealth transfer are rewriting the rules of wealth management.
New research suggests operational discipline, not just market performance, helped separate fast-growing advisory firms from slower-growing peers.
With more HNW clients coming to meetings armed with AI research, BNY Wealth report finds advisor expertise is more critical than ever as the final human check.
From market volatility to life events, Lenox Advisors' Susan Owens shares her perspective on guiding clients through emotional financial decisions.
The association's new standard codifies what fee-only fiduciary advice means in practice as RIA data show commissions in long-term decline.
Survey of nearly 4,000 US employees reveals deepening gaps in engagement and burnout by role level.
Wealthspire's Andrew Lendnal tells InvestmentNews that raising capable heirs matters more than building the perfect trust.
McKinsey executive argues AI could deliver sophisticated guidance to mass affluent investors, while Allianz leader warns of “AI socialism” from over-use of the same LLMs.
New research finds that younger Americans are more confident spotting scams than older adults – yet they report higher rates of financial losses and investment fraud.
