The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, ...

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds value for each client is very personal. Your clients want you to understand ...

Financial advisers and CFPs tell us the reasoning behind their fee structures ...

In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...

Performance solutions build on the company’s roots in recruiting, as Flo – formerly Flo Recruit – expands to a legal talent software suite. Flo today announced the launch of its Performance Management ...

President Donald Trump’s OBBBA tax changes have left some taxpayers confused, inspiring them to seek financial advice.

Concierge services are no longer just a luxury add-on. They are increasingly used as a practical retention layer, helping financial brands build stronger ...

Discover five hidden Microsoft OneNote features, including audio transcription and forward linking, to improve your ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

When it comes to navigating complex life events, close collaboration between financial advisers and lawyers can reduce friction and ensure “healthier outcomes” for clients. The Financial Advice ...

Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to ...