Check your financial advisor's disclosures for updates annually or during a significant change in your financial situation.

With the average family spending $241,080 raising a child to 18, the first year after college costs end is one of the largest ...

Zeplyn's new feature automatically scores advisor meetings and delivers coaching tips without manual transcript review ...

Real estate advisors provide research, analysis, planning, strategy and management input when evaluating, acquiring, selling, ...

Imagine meeting with a prospective client for the first time. After a bit of small talk with “Evie,” you realize she already has a solid understanding of financial topics and the role of a financial ...

Client data and communications records that advisors once deleted after five years under SEC rules could now have a longer shelf life thanks to the value in feeding the data to AI systems. SEC Rule ...

Although financial advisors offer a range of financial services, affluent clients are not utilizing many of them and are instead focusing on just a few key services. The challenge for advisors, ...

A new survey paints a picture of clients who might commonly use AI for personal and professional reasons, but who are less comfortable with the technology when they or their advisors use it for ...

I’m single, 85 years old and I need a financial estate planner, as well as an attorney for a will. All of my investments are in mutual funds that I’ve managed myself through the years, mainly because ...

But for financial advisors, the wise approach to crypto may feel more tepid. Fielding client questions about digital ...

Advisors looking to win over clients who have parted ways with their previous advisors should quickly get past why things did not work out and move on to understanding how they can build a ...