Wealth managers offer their opinions on gold in the wake of the yellow metal's record run.
"A wealth management professional who infuses their work with behavioral finance is a professional that is investing in their work and their client in ways that, yes, lend to better returns and financial behaviors, but can also ease the anxiety of living," Win said.
Cost of college is forcing parents, students to rethink education choices.
AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.
Splitting private equity holdings can be tricky during a divorce settlement. Here's how wealth managers deal with it.
Financial advisors are using behavioral science, emotional connection, and even AI to build trust during early meetings with prospective clients. "When it comes to trust, people love to hear their own words repeated back," RFG Advisory's chief behavioral officer Brendan Frazier told InvestmentNews.
LPL's head of HNW planning says too many advisors are making a common mistake.
Cetera's policy advocacy leader explains how gig worker protection proposal might hurt independent financial advisors, and why it's "a complete outlier" in the current legal landscape.
Not too long ago, wealth managers would spend much of their summers entertaining clients outside the office. COVID and Zoom changed all that.
Changing how advisors run their businesses may have devastating impact for investors.
Angeles Wealth Management partner talks career ladders, money, advocacy.
How to boost efficiency to build stronger relationships
There's been lots of talk from retiring advisors about succession challenges. Well, the next generation of advisors has a few things to say as well.
Kristy Smith from Broadridge says advisors who can't adapt risk being left behind.
Wealth managers weigh in on the best ways to access AI tools to increase office productivity.
Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
"We introduced a program that solves for clients, staff, and the valuation needs of our advisors ... We're protecting the thing that makes our advisors special – that entrepreneurial spirit, that local flavor," Jeremy Holly, LPL's EVP of Business & Lifecycle Solutions, said.
FSI, IRI, and NAIFA argue the New Jersey Department of Labor's push to modify the ABC test for independent contractors would burden thousands of financial professionals.
Report says that historic high margins were not matched by client acquisition
Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.
