This month's highlights include Pershing X's launch of Wove, Blueleaf's 'aggregation-as-a-service' solution, and Nitrogen's new set of firmwide data analytics capabilities.
The SEC is working on proposed rules related to artificial intelligence and other technologies, and Senate Majority Leader Chuck Schumer has announced a framework for AI legislation.
The rational, eat-your-vegetables approach to retirement peace of mind only goes so far. Advisors must become more adept at helping clients to prepare emotionally.
Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.
Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.
Emily Stead wants to be the advisor people think of when a younger person is facing a financial challenge.
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns.
The Association of African American Financial Advisors is a 'sleeping giant trying to awaken,' says chair Christian Nwasike.
Trading and portfolio rebalancing are among the most popular types of technology among advisors, but which providers are their favorite and what determines satisfaction?
Acquiring clients can be costly but having the 'confidence and conviction' to let a bad fit go is vital.
Consensus estimates are that the US economy will dip into recession later this year or early next year.
Both GPB private placements and the LJM mutual fund were widely sold by brokerage firms prior to 2018.
There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.
A record $3.82 billion was stolen through investment fraud in 2022, a 128% increase over the previous year.
The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.
If advisors want to drive more meaningful and engaged relationships with clients, they need to be equipped with tools to reveal and respond to the true needs of prospects and client.
Advisors react to financial challenge posed by Supreme Court's decision, combined with the lifting in October of a freeze on student loan payments
Diversity among financial advisors is currently lacking, and the Supreme Court's ruling is unlikely to help.
