How AI reduced the need for a virtual assistant: Show Me Your Stack
Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
Read MoreGabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
Read MoreConventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy families. That doesn't seem to be the case in a post-pandemic world.
Read MoreIn a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.
Read MoreThe new rules, set to take effect May 23, will allow CFP applicants to forgo a more intensive review process in certain circumstances.
Read MoreIndustry groups argue a new rule under consideration would give brokerage firms new oversight responsibilities over unaffiliated RIAs — a contention FINRA denies.
Read MoreThe Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.
Read More"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.
Read MoreThe Connecticut-based community bank announced a raft of new board and executive appointments, giving shape to a new strategy aimed at winning more business from high-net-worth individuals.
Read MoreA new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred.
Read MoreWhen it comes to certain AI tools — like those for content creation — concerns over copyright infringement, bland outputs and more have led some financial advisors to eschew the technology.
Read MoreRulings from the Financial Industry Regulatory Authority included a $360,000-plus payout from JPMorgan, scrutiny of B. Riley operations and more in April.
Read MoreAlso this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.
Read MoreLPL Financial is well known to advisors but not necessarily to their clients. A new ad campaign airing this weekend during PGA Championship coverage aims to change that.
Read MoreBy agreeing to share taxpayer data at all, the Internal Revenue Service is taking an unprecedented step that breaks with longstanding assurances.
Read MoreDespite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.
Read MoreA new study explored the benefits of adding timepieces to portfolios of stocks, bonds and gold.
Read MoreThe dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.
Read MoreA new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls
Read MoreWhile recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
Read MoreWealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.
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