Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Michael Smith shares how a client-first philosophy, niche specialization and independence helped his firm grow to more than ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

Clients may be wary of younger financial advisors, but firms can build strategies to allay those concerns and foster their talent.

For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

The wealth management industry is approaching a pivotal moment, as trillions of dollars are expected to shift into the hands of younger generations while the advisor workforce continues to shrink. For ...

One of the biggest challenges the financial advice industry faces today is finding ways to harness the artificial intelligence boom so that the technology both enhances and humanizes that advice, said ...

The industry’s investment in AI is not solely about improving client outcomes or advisor productivity. It is also about ...

Financial advisors who specialize in working with tech employees have seen a surge in interest as the sector navigates a wave ...