For 30-some years, most financial advisers have gotten paid via an assets-under-management model, under which the adviser charges the client a percentage of assets they’re managing — typically around ...

From 2020 through 2024, as a financial advisor, you likely fielded frequent off-the-cuff questions from clients reaching out ...

To attract new clients who've never used a travel advisor, advisors should leverage social events, client referrals, and share positive reviews.

Fueled by AI, nearly any software feature can now be replicated in 72 hours, completely disrupting what counts as a competitive moat in finance.

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say ...

Wealth tech firm Envestnet on Monday announced the rollout of a new proprietary solution designed to guide prospects and under-advised clients to engage with advisors and begin planning discussions ...

CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors.

Misappropriated over $1 million from two clients for personal expenses. Used client funds to buy luxury items, a Mercedes SUV, and pay golf club dues. A Southampton investment advisor was sentenced ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

New AI-driven capabilities apply data science across the full lead lifecycle – from enrichment and scoring to routing, feedback and advisor enablement The latest enhancement ensures AI is embedded end ...