Wealth Think

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

While stablecoins do find utility as a base currency for navigating between volatile cryptocurrencies, their broader application as a fiat money alternative remains elusive.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Though more women are entering the industry, gender bias and other historical barriers remain.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.