The 2026 TPI Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI) and co-sponsored by DAFgiving360ä and Foundation Source, with support from the Boston Foundation, ...

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

From eating at home to trimming impulse purchases, families are adjusting habits and staying disciplined to cope with rising ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

No advisor wants market volatility, but every advisor knows it’s inevitable. Because of this, it’s paramount for advisors to be prepared to help their clients successfully navigate challenging market ...

Some financial advisors overlook income-generating annuities for their clients. That’s a mistake, writes David Lau of DPL ...