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 ...

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 ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

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 ...

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 ...

Imagine meeting with a prospective client for the first time. After a bit of small talk with “Evie,” you realize she already has a solid understanding of financial topics and the role of a financial ...