Portfolio

Four experts say that video training and giving the TLDR versions can go a long way to securing and keeping clients confident and engaged.

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial advisors and investors should know.

The CEO of Summit Wealth said that even before LPL announced its acquisition deal, he and his colleagues were already finding Commonwealth too big for their liking.

Anders Jones, CEO and co-founder, took the time to discuss the benefits of building tech in-house, how they are using AI and what they would change if they could.

In speeches at the CFA Institute LIVE conference, experts pointed to the importance of financial advisors and other industry experts in the present circumstances.

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.

Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.

New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back minutes but also the quality of the output.