Ensemble Practice Names Catherine Williams COO
By Rob BurgessThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
May 28, 2026
How to Use AI and Technology to Market SmarterIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.
May 21, 2026
Robert Sofia: What AI Can and Can't Do for Advisor Marketing"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 15, 2026
Generative AI Is a Powerful Tool for Advisors, With LimitsThe firms that succeed in using AI agents will be the ones that prioritize effective governance.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.