The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover ...

When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

Advisors can rest assured that using artificial intelligence won't be an issue with clients – unless it starts to undermine ...

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 ...

Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...

Several hundred advisors descended upon St. Louis, Missouri, last month to network, learn, and exchange ideas on how to better serve generation X and Y clients at the fourth installment of the XY ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Source: Tara Winstead / Pexels It was 10 minutes before my next podcast interview. My stomach was feeling upset, and my legs were threatening to run away from me. "I have done podcasts before. Why am ...