A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

A holistic financial plan goes beyond—here’s how to approach it.

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

MoneyGuidePro is a Windows-based financial advisory and wealth planning software offering goal-based planning, portfolio simulations, and secure client collabor Designed to simplify the planning ...

In late 2004, my partners and I found ourselves at both a crossroads and a kitchen table. As independent advisers, we felt there was a gap in the industry — the essential support needed to truly ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

Advisor software heavyweight deploys AI across its proposal generation, investment research, specialized planning and meeting prep suite in Fall 2025 product release Nitrogen, the industry’s only ...