Financial Planning

I watched a financial advisor accept an AI-generated summary of a client's estate situation without first reading the source documents...

The first half of 2026 has seen significant headline-driven market uncertainty, from geopolitical events to inflation risk. Given the level...

Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than...

Operating profit margins have hit a 10-year high for advisory practices, while organic growth rates have dropped to a 10-year...

In its bid to retain client assets and advisors from its acquisition of Commonwealth Financial Network, LPL Financial has secured...

Financial advisors' overall outlooks returned to a positive territory this month, marking the third time this year they've had optimistic...

Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shane...

Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing...

Artificial intelligence is integrated into everyday workflows of financial planners, reducing tedious research, repetitive tasks and client meeting preparation to...

Two hundred and fifty years after the signing of its founding document, the United States remains a standout for wealth...