In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.
The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.
Look at the award from the point of view of your clients and prospects before accepting.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Sibyl Slade, of IntegriVest Wealth Advisors, targets the wealth gap with a specific audience.
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
A new report shows nearly a third of couples surveyed only 'somewhat agree' that they share the same financial goals.
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
Firms are finding it hard to hire the professionals they need amid rising complexity.
Firms are bolstering their platforms ahead of faster settlements.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
Advisors and experts weigh in on the different approaches advisors can take.
