In the 1990s, the internet changed the nature of the financial advice industry. Now a few decades later, artificial intelligence is changing it again. Brent Beardsley is the head of advisor solutions ...

Clients bringing AI-generated advice to meetings creates the perfect opportunity to demonstrate why human advisors matter ...

Most advisors feel it before they can explain it. Growth slows. Referrals plateau. Client conversations start to sound suspiciously similar to last year’s conversations, and the year before that.

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

One of the most common mistakes in advisor marketing is that firms often communicate from the perspective of the industry ...

While financial advisors are spending little time on investment management, they still regard investments as a significant part of the value they provide for clients, according to a new survey.