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

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

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around ...

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, ...

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

Mr. Michael E. Kitces, CFP, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL, is Head of Planning Strategy at Buckingham Wealth Partners. Mr. Kitces has earned graduate certificates for estate planning and for ...

Michael Strahan has been a household name for over three decades, starting with his career with the NFL in 1993 and then his foray to television, now as one of the lead anchors of Good Morning ...

Michael Nietzel is president emeritus of Missouri State University. A Forbes contributor since 2019, he writes about higher education. After earning his B.A. from Wheaton College (Illinois), he ...

Money Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today presented new proprietary research and previewed its product roadmap and vision ...