Financial advisors and their clients are largely on the same page about what keeps them up at night – and it's not a lack of market optimism, according to a new survey from InspereX. The Spring 2026 ...

As artificial intelligence tools push deeper into personal finance, wealth advisors are being asked the same uncomfortable ...

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 ...

Managing significant wealth across investments, taxes, estate planning, insurance and philanthropy can become complex to oversee. A family office advisor can serve as a central point of contact across ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning ...

Advisors may recommend annuities for clients who value income stability or have limited tolerance for market volatility. An annuity can function as a personal pension, offering peace of mind to ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...