When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Of all the industries rushing to embrace generative AI, it seems odd that we haven't heard — nor reported more on fintech, and more specifically, financial advisors. The Business Insider report ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Several hundred advisors descended upon St. Louis, Missouri, last month to network, learn, and exchange ideas on how to better serve generation X and Y clients at the fourth installment of the XY ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...