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

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

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.

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 ...

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.

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

Forbes contributors publish independent expert analyses and insights. Imagine walking into a wealth management firm in 2034 and finding half the desks empty. This isn’t a far-fetched scenario—it’s a ...

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 ...

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