As a financial planner or advisor, it may feel tough to capture the attention of potential clients. That’s because the industry is saturated with different options for investors. From software-based solutions to the wide range of talented service providers in the...
The theme of the month is focus. As we head into Q4 2022, financial advisors maintain an important role in protecting their clients’ livelihoods. Throughout the year, Americans have been navigating layoffs, a transition back to normal routines from the COVID-19...
For financial planners, customer retention is crucial for running a stable operation. But lately, many advisors have been seeing a lot of turnover due to forces outside of their individual control. Losing customers, particularly in a turbulent economy, can feel...
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...