A veteran advisor asked ChatGPT to emulate a financial advisor. The AI program gave a pretty good answer. Part of the advice: ...

Beyond testing their own knowledge on a range of important topics, advisors can use the results to pinpoint their clients’ ...

In an interview with ThinkAdvisor, Charles Duhigg, a Pulitzer Prize-winning journalist, argues that it’s being a masterful ...

Sixty-five percent of advisors attribute most operational efficiency improvement to e-signature, 44% to customer relationship ...

The thinking: Kelly wants lawmakers to pass an alternative tax change package that she has proposed. She predicted that her ...

Your article was successfully shared with the contacts you provided. The Labor Department’s latest fiduciary project, which ...

Your article was successfully shared with the contacts you provided. A lawsuit just filed by former Carson Group Chief ...

Group life: Hartford sold its individual life and annuity businesses years ago. The group life business reported an 82.6% ...

There is some bipartisan agreement that estate tax laws should make allowances for small businesses, Jeff Bush says.

Point2 found that the “typical” millionaire homeowner is around 50 years old, and works as a judge, lawyer, CEO or physician.

Your article was successfully shared with the contacts you provided. Cetera Financial Group this week announced the appointment of Wall Street veteran Michael Molnar as its head of corporate ...

Broader impacts: This change not only benefits individual seniors by protecting them against specific diseases but also ...