Blog

Software has the potential to be a growth multiplier for financial advisors. But that’s only if you choose a solution that complements your needs and workflows. Far too often, financial planners and wealth managers struggle to choose the right technology for their...

Among analysts, the consensus is that wealth management is a growth industry. Over the next decade, the future for the industry will be bright. For instance, Bain & Company expects the wealth management market to double in size, exceeding $500 billion in revenues...

One of the biggest questions on wealth managers’ minds is how to reach younger demographics of investors — particularly Millennials and Gen Z.  These groups are set to inherit trillions of dollars in wealth from their parents and grandparents in the coming years. Not...

For the past several years, burnout has been a growing concern among financial advisors. This trend is largely due to an increase in overall responsibilities, in addition to needing to manage heavier client workloads.  Today’s advisors have more to do, and less time...

Client frustration. It’s an all-too-familiar problem that often stems from your clients feeling confused or overwhelmed about their investments. Left unmanaged, it can sour relationships and, ultimately, cost you their business. It’s no surprise that in today’s...

Despite the uncertainty of the markets in recent months, the wealth management industry has fared well — in fact, it’s growing. In the United States alone, one study forecasts the market to grow to $73.3 trillion by 2026, up 26.4% from 2020.  There are a few reasons...