Annuities were once seen as a dirty word, besmirched for their high fees and murky features. Some people continue to disparage them online. (We’re looking at you, Ken Fisher.) But, that image may be ...

Every few months, a new headline declares that artificial intelligence has finally arrived to replace us all. This spring’s version featured breathless coverage of AI systems passing professional ...

Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new clients to your business, such as artificial intelligence (AI). AI could help you ...

Fintech firm Amplify Platform has introduced a new risk assessment tool that it claims provides a more accurate picture of the amount of risk advisors have in their portfolios. QuantumRisk is a ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Financial advisors are increasingly adopting AI tools, including automated notetakers, meeting schedulers and portfolio analysis, but one critical step is largely missing: a governance framework for ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...