Advisor left Venezuela after the rise of President Hugo Chavez, quickly identifying a gap in the US financial planning space.
While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
Successful advisors never lose their focus on growth and are consistent in their approach to finding new people to serve.
One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.
The enhanced service gives a more tailored support offering to advisors.
Advisors say January is the perfect time to check in with clients about their financial health and goals.
Here are the fintech tools advisors are using, from CRMs to video conferencing.
New solution responds to advisor demand for family office services.
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Your job is to build deep trust with prospects, and that comes from their feeling you understand their issues at a deep level.
Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.
Key takeaways from analysis of 10,000 advisors’ marketing campaigns revealed.
But advisors say traditional AUM fees are still the primary model.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
It still seems that most aging independent advisors don’t sell their practice or retire; instead, they simply reduce their workload and 'retire in place.'
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
