Client retention

About 82% of financial advisors are already using financial planning software.

Advisory groups with over $500 million in client assets dominate the industry. Still, many choose to go it alone.

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.

Exiting larger firms can result in unique issues that need to be carefully considered.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

To win at cybersecurity, base your strategy on the way you are already serving clients.

Planners appear to be breaking away from the AUM fee structure.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.