Wealth Think

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them

There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.

Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Advisors must educate themselves on how climate-related risk can impact the lives, portfolios and net worths of their clients — and communicate those risks accordingly.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.