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A tiered service model should make clients feel valued while helping the firm scale.

Katie Fitzgerald is a Managing Director in West Monroe's Organization, People & Change practice. She excels in leading large-scale change initiatives — including operating model shifts, system implementations, organizational restructuring, and workforce transformation — for Fortune 100 and mid-market companies.

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with understanding fees and fraud risk.

Naaz Scheik is the founder and CEO of SoftPak Financial Systems, where he has spent over 30 years pioneering quantitative fintech solutions for global investment firms and banks. A former quantitative analyst, he was named one of the Top 50 Financial Technology CEOs of 2024 in the Financial Technology Report.

Spot bitcoin ETFs simplify custody, but they cost clients a major tax advantage. Here is why direct ownership still wins for HNW and UHNW clients.

Keith Todd Ashley, an advisor indicted for the murder of a client, has turned to the Fifth Circuit of Appeals to fight his 60-year prison sentence in a related fraud case.

The industry's biggest firms are winning the battle for assets but losing the war for high net worth efficiency. New data reveals how some of the biggest RIAs are growing through volume, not value.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.