Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

These two trends, noted in a report by industry consultant Michael Kitces, are making advisors’ current marketing efforts harder, and even unsustainable. According to Kitces’s report ...

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to ...

With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

But, Kitces stressed, "Please use 'The Force' for good and not for evil." Michael E. Kitces discussed these and other ideas in his ENGAGE presentation "Applying Behavioral Finance in Your Financial ...

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around $262,000 to the Buckeye State. Jeanne's total tax burden is nearly $3 ...

At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...