Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
Read MoreCompanies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.
Read MoreAlso this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.
Read MorePanelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.
Read MoreTax clients are already starting to ask their accountants about the many changes in the massive One Big Beautiful Bill Act passed by Congress last week.
Read MoreMorgan Stanley had gone to the Second Circuit Court of Appeals to fight a lower court's finding that its deferred compensation policies fall under federal retirement law.
Read MoreSome planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
Read MoreHalf of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
Read MoreGenerative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.
Read MoreNew government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.
Read MoreMany former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
Read MoreAs one advisor leaves Commonwealth Financial Network to join Osaic and others depart to start RIAs, industry experts say the departures are in line with expectations.
Read MoreMoment is focused on centralizing and automating the core operations of the fixed-income market.
Read MoreHigh net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.
Read MoreSchwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.
Read MorePanelists on a FINRA arbitration board cited Randy Anderson's claims of age discrimination when questioning UBS's reasons for firing its former broker. Now UBS argues in a court filing that no evidence of discrimination was ever presented.
Read MoreMany advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
Read MoreThe IRS is warning tax professionals about a host of new and resurgent fraud schemes.
Read MoreSide products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.
Read MoreA provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.
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