This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Financial Planning's Rachel Witkowski and Arizent's Michael Moeser discuss advisor adoption of AI tools at ADVISE AI in Las Vegas, Oct. 9. Many advisors are testing different AI tools, but when it ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster than ever freeing up time and optimizing workflows TORONTO, Nov. 4, 2025 / ...

Strategic alliance brings held-away cash management capabilities to advisors working with ultra-high-net-worth clients.

Steve Johnson: Fees subtly reveal whether your advisor genuinely works for you or just for the system. In today’s complex private wealth environment, characterized by cross-border holdings, family ...

Forbes contributors publish independent expert analyses and insights. Imagine walking into a wealth management firm in 2034 and finding half the desks empty. This isn’t a far-fetched scenario—it’s a ...