AI Has Positive Influence on the Industry, Advisors Say
By Michael S. FischerClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 26, 2026
Why Advisors Need to Be Transparent About AIClient reaction depends heavily on whether their financial professional's use of the technology feels helpful or hidden.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 24, 2026
From Chatbots to Workflows: Where AI Creates Advisor CapacityThe technology will reach its wealth management potential only when it moves beyond tools.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.