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.
Survey shows Gen Z leading the way with strong saving behaviors.
This summer has seen IPOs popping like its 1999 and that means wealth managers are getting requests from clients for new issues.
Caswell breaks down what it means to be a successful advisor and a trailblazer for women in the industry.
The race to 100 transactions ended a month early this year, with April standing out as the most active month on record for RIA dealmaking.
Financial advisors explain how they deal with weekly and monthly economic figures coming out of Washington.
New report highlights increasing complexity of custodian choices.
Data analysis from advisor review platform Wealthtender reveals affluent investors' appetite for advisors, what factors matter for would-be clients, and which new modes of engagement are on the rise.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
Wealth managers offer their opinions on gold in the wake of the yellow metal's record run.
"A wealth management professional who infuses their work with behavioral finance is a professional that is investing in their work and their client in ways that, yes, lend to better returns and financial behaviors, but can also ease the anxiety of living," Win said.
Cost of college is forcing parents, students to rethink education choices.
AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.
Splitting private equity holdings can be tricky during a divorce settlement. Here's how wealth managers deal with it.
Financial advisors are using behavioral science, emotional connection, and even AI to build trust during early meetings with prospective clients. "When it comes to trust, people love to hear their own words repeated back," RFG Advisory's chief behavioral officer Brendan Frazier told InvestmentNews.
