The 2026 TPI Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI) and co-sponsored by DAFgiving360ä and Foundation Source, with support from the Boston Foundation, ...

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not ...

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

No advisor wants market volatility, but every advisor knows it’s inevitable. Because of this, it’s paramount for advisors to be prepared to help their clients successfully navigate challenging market ...

TaxStatus and Advice.ai have made 12 proven tax planning strategies available, completely free, to every advisor and CPA on the TaxStatus platform.

If we’re to take stock in a new survey put out by Paris-based investment firm Natixis, all the hair-pulling over financial ...