A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...
You serve as insurance agents, brokers and consultants with exclusive trust and influence when you work with employers and their employee benefit plans. Your clients depend on your benefits expertise ...
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 ...
In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...
The rules and requirements for how to become a financial advisor can be murky, but that shouldn’t deter you from pursuing ...
The landscape of financial planning is undergoing a remarkable transformation, and advisors must take note. Philanthropy, once considered a peripheral topic in wealth management discussions, has ...
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UBS to Hire Hundreds of Next Gen Advisors. Inside Its New Approach to Advisor Training.
UBS might want to hang up a “We’re Hiring” sign. The wealth management company is accelerating efforts to recruit hundreds of financial advisor trainees for its revamped training program and to vastly ...
Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...
Client expectations are changing faster than most financial advisory firms realize. In 2026, clients are not only comparing advisors to each other but are also comparing their experience to the best ...
A new survey paints a picture of clients who might commonly use AI for personal and professional reasons, but who are less comfortable with the technology when they or their advisors use it for ...
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Our RIA hired an in-house life coach for clients and employees. Here’s what happened next.
The wealth management industry has spent a decade insisting the advisor relationship is also a human one. It is, and that is ...
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