A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

Jump reports a significant rise in AI use among financial advisors, enhancing client experiences by saving time on admin ...

You serve as insurance agents, brokers and consultants with exclusive trust and influence when you work with employers and their employee benefit plans. Your clients depend on your benefits expertise ...

Rapid industry change and rising competitive threats are forcing advisors into new ways of thinking and operating. Success in our new industry dynamic can only be achieved by advisors incorporating ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Client expectations are changing faster than most financial advisory firms realize. In 2026, clients are not only comparing advisors to each other but are also comparing their experience to the best ...

UBS might want to hang up a “We’re Hiring” sign. The wealth management company is accelerating efforts to recruit hundreds of financial advisor trainees for its revamped training program and to vastly ...

"Advisors don't just need visuals, they need trust," said Andrew Altfest, CFP, Founder and CEO of FP Alpha. "Tax Snapshot 3.0 ensures that every client receives a clear, accurate, and consistent view ...