Financial Advisors

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.

It's that time of year again. Here's how to nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.