Where Advisors Find Value, and Risk, in AI: Morningstar
By Michael S. FischerAdvisors say generative AI saves them time, but many are shocked by the costs, new research finds.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.
August 25, 2026
8 Steps to Rebuild Advisory-Firm Workflows for GrowthDetermine what to protect, what to simplify and what to overhaul before friction becomes a barrier.
August 21, 2026
With 261 Designations and Counting, How Many Are Worth It?FINRA maintains a list of the certification programs but does not regulate the entries.
August 21, 2026
XYPN Partners With Phone PlatformThe CurrentClient collaboration provides discounts on tools for compliant texting, AI-generated call summaries and other tasks.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.