In the face of the 24-hour news cycle and other noise vying for their attention, clients today rely on financial advisors not just for investment experience but to clear away the clutter and stick to a plan that will help them achieve their financial goals. Like clients, advisors need to protect themselves from the effects of information overload. With so much client data at their fingertips, how can advisors harness its power to deliver better service? The answer is smart automation.
Wells may have settled with former employee Claudia Ponce de Leon because it wanted to avoid the "massive exposure" of a jury trial, an expert says. It is unclear how the agreement will affect Wells’ other cases.