Client acquisition

Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.

The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

Although wealth management firms want to acquire clients for growth, they're missing a significant segment.

In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.

Offer value to financial advisor-adjacent professionals and prospective clients to distinguish yourself among a rapidly expanding cohort of FAs.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace

A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.

Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.

The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.

The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.

U.S. retail customers who said their primary bank met their needs for guidance gave it much higher grades, according to J.D. Power’s annual survey.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.