The language that financial advisors use in their first interactions with prospective customers could make or break the ...

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 ...

QuickBooks is a great option for small businesses that want full-featured accounting software but, if you’re just using it for invoicing purposes, you may want to consider an alternative. There are ...

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 ...

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 ...

An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

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 ...