The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or on a Zoom call. Most people worry they’ll ask the “wrong” question or that ...

Fielding client questions about digital currencies can put advisors in a tight spot. That's because it's unclear which U.S.

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 ...

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 ...

Morningstar conducts annual surveys of investors and advisors, exploring a wide range of topics, including gaining deeper insights into their overall relationships. In our 2023 Voice of the Investor ...

For many advisors working with Gen X and older millennial clients, portfolio construction and retirement income are only part of the job. As they build deeper relationships with households in their ...

Financial advisors can avoid a conversation mismatch by focusing less on what they do, and more on what clients care about.