The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he ...

Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading ...

Quickly compare all the best investment platforms. Find the investment platforms that offer the most security, lowest fees, and best offers.

Financial advisors explain how they weigh client relationships, ethical boundaries, and conflicts when their clients split up ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

Investing in the next generation of advisors is essential to the future of our firm and the clients we serve,” said Burt White, CEO of Carson Group. “Our responsibility is to create an environment ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

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.

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

Virgin Voyages has announced it has become the first major cruise line to deploy AI-powered marketing tools at scale through a strategic partnership with Canva, the world’s only all-in-one visual ...