Zocks is an AI note-taking app for meeting prep, form filling, CRM updates, and action items. Zocks is an AI note-taking app and AI assistant meant to help financial advisors. While it is primarily ...

A good financial advisor can materially improve your financial situation, instill confidence, save you time and give you peace of mind. Many, or all, of the products featured on this page are from our ...

The financial advice industry isn’t short on human intelligence. Wealth management attracts bright people, thoroughly trains them, and surrounds them with technical information. Yet in my career I’ve ...

Tina Orem is an editor and content strategist at NerdWallet. Prior to becoming an editor and content strategist, she covered small business and taxes at NerdWallet. She has a degree in finance, as ...

Last year, more than 57,000 financial advisors left the industry altogether, according to our data, which is greater than the over 53,000 who entered. On its face, that 4,000-person gap might not seem ...

Zocks, the AI assistant, notetaker and meeting automation application for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, ...

Encountering a great idea can change the way financial advisors work, think and grow. Often, these ideas come from books, so we asked advisors to share the titles that motivated or inspired them in ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

AI-driven tax, estate and insurance solution FP Alpha announced a direct integration with financial planning platform eMoney on Tuesday. Processing Content Before the direct integration with eMoney, ...

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...