Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

A seasoned financial advisor with 34 years of experience argues AI may soon provide better financial advice than humans, ...

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that it has raised $17 million in Series A funding. The round was led by Venrock ...

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset ...

Domain Money Advisors today announced it has tripled its wealth management as a service partner network after the recent appointment of former Zoe Financial founding team member Jeff Neikrie as VP of ...

Forget cold-calling or dialing for dollars, AI may soon become a broker’s best assistant thanks to New York City fintech ...

“The biggest factor influencing our growth in 2025 was a volatile market and macroeconomic environment, particularly at the ...

Historically, there have been few Black financial advisors, though that's changing. Here are a few notable ones.

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...