The $15 Trillion Opportunity: How Advisors Can Prepare For Gen-Z’s Great Wealth Transfer

The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...

3 Ways AI Is Helping Financial Advisors Find and Win Over New Clients

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and ...

AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...
National Association of Plan Advisors

NFP Appoints New Retirement and Wealth Management Practice Leaders

NFP, an Aon company, on Monday announced the appointment of a new Retirement Advisory National Practice Leader, as well as a new Wealth Management National Practice Leader.