Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Global technology platform Addepar has introduced three separate tools to help financial advisors efficiently manage their alternative assets. The New York-based firm has more than $7 trillion in ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Fintech firm Amplify Platform has introduced a new risk assessment tool that it claims provides a more accurate picture of the amount of risk advisors have in their portfolios. QuantumRisk is a ...

Learn why 25% of clients now use ChatGPT to find advisors and discover the AEO strategies that will make you visible in AI ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...