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

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

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, ...

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 ...

Product Roadmap and Vision This research has directly informed eMoney's product roadmap and vision, which is focused on providing technology that helps advisors plan better together with their clients ...

AUBURN, Ala. — When the clock hit 0:00 inside Jordan-Hare Stadium and after celebrating at midfield with his teammates, Michael Hawkins Jr. bolted for the OU section in the corner of the end zone.