Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around ...

With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...

and the inclination to take the time to do so," says Michael Kitces, chief financial planning expert at financial planning site Nerd's Eye View. Adds Struthers: Even if you're a pretty financially ...

Mr. Michael E. Kitces, CFP, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL, is Head of Planning Strategy at Buckingham Wealth Partners. Mr. Kitces has earned graduate certificates for estate planning and for ...

Product Roadmap and Vision This research has directly informed eMoney's product roadmap and vision, which is focused on providing technology that helps advisors plan better together with their clients ...

Michael Nietzel is president emeritus of Missouri State University. A Forbes contributor since 2019, he writes about higher education. After earning his B.A. from Wheaton College (Illinois), he ...

Michael Strahan has been a household name for over three decades, starting with his career with the NFL in 1993 and then his foray to television, now as one of the lead anchors of Good Morning ...