Jittery investors are punishing the stocks of financial advisory firms that may — or may not — face disruption from artificial intelligence.

The head of the company’s wealth management unit outlines a broad vision for how its financial advisors will prosper with ...

Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." ...

Of all the tangled financial skeins advisors have to unravel, some of the most complicated can involve their own pay. Processing Content Now LPL Financial is hoping to use artificial intelligence to ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Chad D. Cummings thinks advisors should be aware of "a burgeoning landmine" he's seeing in his litigation practice — a sharp increase in lawsuits and malpractice risk arising from financial advisors' ...

The reality about the financial advice industry today is that personalized, comprehensive advice is expensive. Per the most recent 2024 Kitces Research on Productivity, a client can expect to pay at ...

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.

Artificial intelligence has become a go-to resource for a wide variety of situations. Holiday shoppers used AI at record rates to help with purchase decisions and research deals this year. But what ...

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and psychographic data and come up with lists of new prospects at extraordinary speed.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today ...