More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.
The deal aims to help advisors streamline their compensation processes while expanding AdvicePay’s reach across the full revenue cycle.
The independent B-D giant is burnishing its appeal to independent advisors with a new offer to take minority stakes in qualified practices.
Share the inheritance, don't spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation.
The new in-house talent sourcing service at Raymond James Financial Services seeks to help independent advisors fill gaps in various roles, ranging from associates to entry-level advisors.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new specialized pathways.
A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.
Financial advisors are educating themselves on the potential uses of AI. Here's how they are approaching what could very well be a game-changing technology.
Research reveals economic downturns ranks high among factors spurring new advisor searches, alongside life events like inheritance and retirement.
While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail clients to merge into the private investment superhighway.
Harvard defies the White House. Trump freezes billions. Advisors tell families: keep saving.
From stress tests to portfolio rebalancing and tax optimization, tech-supported advisors are helping clients keep calm and carry on through gloomy markets.
As the new White House administration impacts the market, Richard Saperstein believes liquidity management is critical.
'My clients are very accomplished – but they're also very intimidated by the financial world.'
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
Restrictive covenants and acrimonious litigation between firms and their former advisors undermines trust in the industry, argues CEO.
April remains Financial Literacy Month no matter the correction in stocks. Advisors discuss how financial education is vital, especially in preparation for times like these.
Wealth managers are fielding a surging number of calls, texts and emails from anxious clients. Here's how they are responding.
