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.

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

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, ...

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

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

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

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 ...