Here's how to find an advisor who can help preserve wealth, create flexibility and align your business and personal financial ...

As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.

As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...

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 ...

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 ...

New AI-driven capabilities apply data science across the full lead lifecycle – from enrichment and scoring to routing, feedback and advisor enablement The latest enhancement ensures AI is embedded end ...

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 ...

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 ...

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 ...