Stewart Bowling

AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.

More emphasis on tax planning services and an upgraded approach to recruiting and retaining top young talent are key for wealth managers looking to drive growth.

Changes under SECURE 2.0 that will impact contributions and retirement plan "leakage" when investors cash out instead of rolling over their 401(k)s are two of the issues advisors can help with.

Fiduciary responsibility, pay discrimination and FINRA remote work rules for broker-dealers are just some of the issues facing the wealth management industry.

From deciding whether to combine finances when getting married to when it's right to start claiming Social Security in retirement, financial advisors can help clients navigate life's financial questions.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.