Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
As you get closer to retirement, you learn that, when you're meeting with a new client, your age can become a little tricky.
Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.
Predictions of an impending recession stirred concerns, but the U.S. economy has displayed remarkable resilience.
Attending to advisor well-being, starting with onboarding, helps advisors weather the inevitable storms that come with managing other people’s money in an unpredictable world.
Advisors, employers and DAFs can make everyone a philanthropist.
With interest rates rising, it's more challenging to make the case for clients having a mortgage or other collateralized loan.
A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'
While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.
An Osaic executive provides some suggestions on how best to handle large-scale changes in your business.
Half of financial professionals surveyed cite explaining the role of illiquidity within client portfolios as the most difficult client education topic.
With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.
What is so incredible about advising is that there is an endless stream of current information we must absorb and navigate.
Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.
The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.
Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.
Firms that use a third party that actively allocates investments to the point of market timing can see tremendous attrition when their returns are negative and not aligned with the market.
Clients must be reminded to focus on what’s important — staying the course for the long haul, avoiding emotional decisions and maintaining long-term plans through portfolio rebalancing.
People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.
The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.
