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Vanilla boosts advisor support with education platform reboot
FINTECH JUL 29, 2024
Vanilla boosts advisor support with education platform reboot

The fintech firm is doubling down on its mission to raise estate planning awareness with the relaunch of its learning program.

Thirst for knowledge fuels financial planning veteran
PRACTICE MANAGEMENT JUL 26, 2024
Thirst for knowledge fuels financial planning veteran

Succession planning "probably the most complex" area for clients, says advisor.

Understanding what makes each family tick
PRACTICE MANAGEMENT JUL 26, 2024
Understanding what makes each family tick

Helping people live a good life so much richer than serving up a portfolio or performance report, says advisor.

Putting right leadership ingredients together
PRACTICE MANAGEMENT JUL 26, 2024
Putting right leadership ingredients together

CIO reflects on how she balances duty to clients, employer, and team-mates.

"If you're not increasing your talent pool, you risk losing clients"
PRACTICE MANAGEMENT JUL 26, 2024
"If you're not increasing your talent pool, you risk losing clients"

Founder reflects on growth of firm and creating a one-stop shop of in-house professionals.

Building client relationships amid boom-bust culture
PRACTICE MANAGEMENT JUL 26, 2024
Building client relationships amid boom-bust culture

We have deep roots in Bay Area and understand unique ecosystem, says Summitry CEO.

Investments & Wealth Institute launches two new educational offerings
PRACTICE MANAGEMENT JUL 26, 2024
Investments & Wealth Institute launches two new educational offerings

The Institute underscores the need for advisors to continually update their skills and knowledge.

‘I couldn’t even trade that day’
PRACTICE MANAGEMENT JUL 25, 2024
‘I couldn’t even trade that day’

From CrowdStrike outages to geopolitical tensions, advisor explains how to "freeze" out your anxieties.

Childhood lessons inform advisor's empathetic ethos
PRACTICE MANAGEMENT JUL 25, 2024
Childhood lessons inform advisor's empathetic ethos

Drawing on parents' predicament and experience in quantitative finance and mortgage loans, Brad Sherman helps those who have had negative experiences around money.

Early "Super Regional" firm adopter see immediate benefits
PRACTICE MANAGEMENT JUL 25, 2024
Early "Super Regional" firm adopter see immediate benefits

Lyle Wolberg, founding partner at Telemus, says his practice has gained a lot of internally managed solutions after merger.

Why DeFi Matters: An Insider's Insight into Decentralized Finance
FINTECH JUL 25, 2024
Why DeFi Matters: An Insider's Insight into Decentralized Finance

Ian Horne, in his book Why DeFi Matters, draws from a wealth of experience and offers a critical, unbiased perspective providing an in-depth look into the complexities and potential of DeFi.

The do's and don'ts of talking to clients
PRACTICE MANAGEMENT JUL 25, 2024
The do's and don'ts of talking to clients

How do you explain concepts without making people feel ignorant? Using the right language is what makes you a real advisor, says CEO.

Genstar Capital becomes majority investor in Docupace
FINTECH JUL 24, 2024
Genstar Capital becomes majority investor in Docupace

Investment boosts growth and innovation potential for wealth management software firm.

How looming tax law change could affect ultra-high-net-worth
PRACTICE MANAGEMENT JUL 23, 2024
How looming tax law change could affect ultra-high-net-worth

With the Tax Cuts and Jobs Act of 2017 set to expire next year, clients want more estate planning advice.

Handling big tech outage requires personal touch
PRACTICE MANAGEMENT JUL 23, 2024
Handling big tech outage requires personal touch

When all systems shut down, what should you do? Advisors weigh in.

DAFgiving360 donors contribute over $6.6 billion to charities
PRACTICE MANAGEMENT JUL 23, 2024
DAFgiving360 donors contribute over $6.6 billion to charities

Schwab's charitable giving initiative marks 31% increase from 2023.

Being an emotional support advisor
RETIREMENT PLANNING JUL 22, 2024
Being an emotional support advisor

Having difficult conversations and being a "financial physician" with a good bedside manner can help win clients for life and encourage them to make good decisions.

How important is maintaining quality data?
PRACTICE MANAGEMENT JUL 22, 2024
How important is maintaining quality data?

Industry expert believes in-depth data reviews are vital to growing client base while advisor says certain data carries more weight.

Fading advisor loyalty means stakes are high
PRACTICE MANAGEMENT JUL 19, 2024
Fading advisor loyalty means stakes are high

With the number of wantaway advisors laid bare by J.D. Power survey, onus is on firms to offer stellar packages for top advisors.

Firm fueled by ‘Just One Client’ mantra
PRACTICE MANAGEMENT JUL 19, 2024
Firm fueled by ‘Just One Client’ mantra

Clients often leave a meeting feeling like their advisor is smart but that they haven't explained their investments very well, says Barry Glassman.