2+ day, 16+ hour ago   (1282+ words) As AI adoption continues to spike among advisors, it is also bringing more challenges along with it. Vibe coding, one of the latest trends, has plenty of industry-wide appeal, while its upside remains murkier. The draw is understandable. Through vibe…...

3+ day, 15+ hour ago   (671+ words) A new partnership giving XY Planning Network members access to Wealthtender's marketing platform highlights a sea change for advisor marketing: As SEO strategies fade, advisors must build the authority to ensure that AI knows who they are and is willing…...

3+ day, 21+ hour ago   (1494+ words) Unlike firms that have ramped up their spending on technology in the race to have the latest AI-driven advances, Ameriprise has kept its tech budget largely steady. Even before the public release of Open AI's ChatGPT large language model in…...

6+ day, 5+ hour ago   (692+ words) As recently as a few months ago, spending heavily on artificial intelligence was a badge of honor in corporate America. But that mood has flipped, in part due to findings like the ones in a recent BCG study, which found…...

1+ week, 6+ day ago   (848+ words) There's a disconnect between financial advisors and the asset managers they rely on for investment products. That's according to recent Cerulli Associates surveys asking both advisors and asset managers what they most want to get out of working together. Of…...

2+ week, 5+ day ago   (860+ words) In rolling out a robo advisor backstopped by human planners, Edward Jones is approaching the problem of how to serve young investors in the exact opposite way of many of its rivals. "Edward Jones has one of the largest branch…...

2+ week, 5+ day ago   (521+ words) In a sign of the competition for financial advisor talent and the application of AI web developer tools, new compensation and business valuation calculators are popping up all over. "Every time I talk to an advisor, they don't understand either…...

2+ week, 6+ day ago   (1327+ words) Regulators may have no formal rule governing advisors' use of AI. Even so, their goal is clear: prevent firms from using the burgeoning technology in ways that violate long-standing investor and market protections. Compliance consultants say that as firms seek…...

3+ week, 2+ day ago   (246+ words) Qualified individuals who successfully complete the 10-question quiz are eligible to earn one hour of CE credit from the CFP Board and the Investments and Wealth Institute. The credit can be used toward requirements to keep active the CFP mark…...

3+ week, 4+ day ago   (1538+ words) As anxieties swirl that America's tech giants are betting too much on AI, some in wealth management are sounding alarm bells about overspending on advisor recruiting. Recent earnings calls have made it clear the two sources of concern are related....