Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors ...

Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...

Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the ...

Investing in the next generation of advisors is essential to the future of our firm and the clients we serve,” said Burt White, CEO of Carson Group. “Our responsibility is to create an environment ...

Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Gold, which has been a material portion of client portfolios ...

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...