The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

While buzzy AI tools are hard to miss in wealth management, finding tangible ways financial advisors are using them is harder to find. Advisory firms are implementing artificial intelligence to help ...

The majority of investors surveyed believe that artificial intelligence is a game changer and will enable them to better serve their clients. Seven out of 10 of investors believe that AI is a game ...

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 ...

In his opening remarks at Morningstar’s annual investment conference on Thursday, CEO Kunal Kapoor said that though his firm’s analysis showed markets to be four percent overvalued, there has never ...

Financial advisors are increasingly adopting AI tools, including automated notetakers, meeting schedulers and portfolio analysis, but one critical step is largely missing: a governance framework for ...

Called The Alts Allocator, the interactive platform allows advisors to build and test allocation scenarios across alternative asset classes and compare results to traditional portfolios. John Sweeney, ...

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 ...