You May Not Be Using AI to Its Full Potential

Apr 21, 2022

Here’s how advisors are leveraging AI to help their clients.

Mindy Diamond on Independence: Industry Update on M&A

Apr 21, 2022

The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this two-part episode compares and contrasts options...

Five Ways Planners Can Create Preemptive Value for Clients

Apr 20, 2022

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.

Using Clients’ Liquidity Events as an Opportunity for Generational Planning

Apr 20, 2022

Key conversations for advisors to have with baby boomer business owners and their families.

Mental Health in the Legal Profession

Apr 20, 2022

How practitioners, firms and family can help.

CFP Board Boosts Annual Fee by $100

Apr 19, 2022

The CFP Board said the annual increase will go toward public awareness and diversity initiatives.

Bosses Don't Follow Their Own Advice in Returning to the Office

Apr 19, 2022

While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.

CFA Level II Pass Rate Remains Higher at 44% as Disruptions Wane

Apr 19, 2022

In February, 44% of candidates passed the Level II exam, down from 46% in November and up from 29% in August, according to the CFA Institute.