In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.

A look at the gap between having estate planning documents and having a plan that actually functions during incapacity, ...

"When investors think about an estate plan, they may only think about a set of legal documents," says Marguerite Weese, chief ...