Artificial intelligence (AI) is redefining the future of financial planning, transforming how professionals deliver advice, connect with clients and build trust in an increasingly data-driven world.

Advisors at Canada’s top brokerage firms are placing greater emphasis on financial planning in their practices. The 695 advisors surveyed in Investment Executive’s 2008 Brokerage Report Card say that, ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Many independent teams of financial advisors are growing significantly, but a new study reveals at least three specific factors that separate the fastest and slowest expanding firms. The charts below ...

Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle said his strategy of slow growth and high quality was working.