Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around $262,000 to the Buckeye State. Jeanne's total tax burden is nearly $3 ...

These two trends, noted in a report by industry consultant Michael Kitces, are making advisors’ current marketing efforts harder, and even unsustainable. According to Kitces’s report ...

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to ...

But, Kitces stressed, "Please use 'The Force' for good and not for evil." Michael E. Kitces discussed these and other ideas in his ENGAGE presentation "Applying Behavioral Finance in Your Financial ...

Have an issue with your financial adviser or considering a new one? Email questions or concerns to [email protected].

In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating AI. Today, AI is now almost ubiquitous across many of the tools that we use ...

Financial planner Michael Kitces did his own analysis and found that a 3.5% withdrawal rate should leave your nest egg growing and intact indefinitely. That leaves you with just $35,000 per year ...