Advisor News

The business case of generative AI for the financial services profession is helping advisors speed up their processes to allow them to serve more clients with the same 24 hours in a day.

Alliance for Lifetime Income’s 2024 annual study finds significant gaps between financial professionals and investors.

T. Rowe Price offers their research-based insights on major themes they expect to shape the retirement landscape this year.

Does your investor client understand the fees they are paying? A recent Hearts & Wallets study answers this question.

Broadcasting vs. narrowcasting: Which approach works best?

How savvy advisors can effectively prospect within their own books of business.

The Tax Cuts and Jobs Act is due to expire at the end of this year, but clients who want to save money on their taxes through charitable giving still have some tools they can use,

A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.

The Trump administration needs revenue to offset planned trillion-dollar tax cuts. Could they look at retirement accounts?

Morningstar said a flexible strategy called the guardrails approach, when combined with delayed Social Security claiming, was found to yield the highest level of lifetime income.

There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors.

A Massachusetts financial advisor claims the SEC is trying to ambush his defense in an annuity sales complaint by adding five surprise witnesses.

A series of recent court filings and decisions are providing some clarity to dueling lawsuits between social media stars and former business partners Grant Cardone and Gary Brecka.

As tens of thousands of federal workers face the sudden loss of employment, it comes with important decisions about their excellent benefits.

Friends may not be aware of what you do or how you can help them.

The two-bucket investment approach is a well-balanced strategy designed to provide both stability and growth.