Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated ...

Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster ...

The season of giving has arrived on Main Street and Wall Street. Here are some personal and legal gift ideas for wealth ...

BOSTON, October 20, 2025--(BUSINESS WIRE)--Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a ...