Advisors are expected to utilize more artificial intelligence tools next year and even launch their own chatbots.

Something fundamental has shifted in wealth management over the past year. Walk into any advisory firm today and you’ll hear the same story: clients aren’t asking if they should own crypto anymore.

These are the nine conversations shaping portfolios, trust, and decision-making right now. Clients want to know whether their ...

The landscape of financial guidance is evolving, and savvy clients need to be ready, alert, and armed with the right questions. From fee transparency to tech-driven accountability, the way advice is ...

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Discover the single move that saved my client $1.8 million during their business sale. Learn why most business owners leave money on the table without even realizing it. Selling a business is one of ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

While working as a financial advisor at TIAA 12 years ago, Meredith Briggs had the shock of her professional life. Early on in their relationship, a wealthy client in his 70s—a detail-oriented ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...