Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra's ...

Whether it is firing a problem client or helping a family cope with a terminal cancer diagnosis, advisors sometimes have to ...

Increasingly, next-generation advisors are passing on inviting clients to winter holiday blowouts. Instead, they’re opting ...

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

Streamline your day, boost client engagement, and communicate smarter with AI. This quick guide gives financial advisors five ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

Todd Bryant, CFP®, ChFC®, CLU®, AIF®, reveals how authentic stories—not just numbers—create lasting connections and trust ...

Discover why this financial advisor says common money goals fail and learn some smarter resolutions to keep your finances on ...

For many clients, retirement is a goal that can feel far away, until one day, it’s right around the corner. Preparing clients for retirement means addressing their financial concerns, as well as their ...

In addition to higher yields, clients gain a sense of control and predictability that typical cash holdings do not provide. A five-year ladder, for instance, gives them 60 consecutive months of known ...

Financial advisor costs are about 1% per year, or $2,500-$9,200 for an annual retainer. Hourly rates run $200-$400, and one-time plans often are close to $3,000.

Revenue of $1,236.6 million vs. $1,136.6 million in prior year • Earnings per share (EPS) of $0.23 vs. $0.16 in prior year • Adjusted EPS(1) of $0.23 vs. $0.24 in prior year • Net cash provided ...