Who Will Take Care of Italy’s Older People? Robots, Maybe.

Italy’s most innovative region for elder care is experimenting with robots to help shrinking families keep older family members active.

A Conversation With Bing’s Chatbot Left Me Deeply Unsettled

After testing Bing's Chatbox, I am still fascinated, but I’m also deeply unsettled, even frightened, by this AI’s emergent abilities.

Former Engineer Focuses Advisory Practice on Tech Professionals

This career-change financial advisor focuses on delivering truly personalized advice to his clients in a visual way. (By David I. Leo)

Cetera Advisors Have Access to Platform Helping Older Clients

The platform's benefits can also help advisors retain assets by building relationships with client family members.

Neurologists Explore New Frontiers of Brain Health

Technology can assist and repair the aging brain but you can’t sit on the couch and do nothing, they told conference attendees.

Outdated Tech is Costing Advisors Clients and Prospects

The firm with a new study on this topic answers our questions on how advisors can more proactively approach technology.

Laura: What Do Clients Really Want in Retirement?

The social worker-turned-advisor and CEO of the Retirement Coaches Association aims to find out with his new tool.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Maximize Your Digital Marketing Efforts by Recycling Your Content

How to maintain a steady flow of interesting, inviting and relevant content without sacrificing time with clients. (By Gretchen Halpin)

Technology Offers Opportunities for High-Touch Client Contact

The RIAs profiting most from the efficiencies of technology focus on real-time client interaction and communication. (By Gretchen Halpin)

Latest News

Analysts: Office Loans May Strain Small Lenders

The CRE market faces headwinds that could hobble small banks. Large metro areas are most at risk from current conditions.

DOL Must Create Retirement Plan Lost and Found

One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.

New EP Wealth Scholarship Honors Trailblazing Advisor

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

Nationwide: Most Women Think Recession Is Here or Imminent

Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.

Gender Parity Will Take More Than 5 Generations: WEF

An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.

CFP Board, RIA Team Up to Offer Scholarship

The scholarship is intended to encourage students from underrepresented populations to enter the profession.