Jake FitzGerald is a full-time Editorial Strategist and Personal Finance Writer at Motley Fool Money, leading content production and distribution while also writing about credit cards, bank accounts, ...

Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...

Section 1. Purpose. Unbeknownst to many Americans, two foreign-owned proxy advisors, Institutional Shareholder Services Inc. and Glass, Lewis & Co., LLC, play a significant role in shaping the ...

Vanguard Digital Advisor offers convenient automated investing tools for beginner and hands-off investors, but its lack of human guidance and portfolio customization might be too limiting for more ...

When every business uses AI, how do you maintain a competitive edge? Simply adopting the standard AI models isn’t enough—you need to adapt them to your business, and the work you want them to do for ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

Only 27% of affluent investors expecting an inheritance plan to keep the wealth advisor who managed those riches, per a new survey. For those who have already received their inheritance, the ...

This year I am helping us laugh and possibly learn by making one of my humorous books available to download for free in this year’s first six columns. The fourth book is Logical Thoughts at 4:00 am.

More than 300,000 people are currently employed in the U.S. as personal financial advisors. By 2035, Fahad Hassan believes that number will be closer to zero. “I don’t think wealth advisors will have ...

We take pride in delivering innovation with each new version of Microsoft SQL Server. However, there comes a time when product lifecycles must conclude. On July 14, 2026, SQL Server 2016 will reach ...

Join the event trusted by enterprise leaders for nearly two decades. VB Transform brings together the people building real enterprise AI strategy. Learn more Two popular approaches for customizing ...