Investment advisor group.
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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.
May 2 -
Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.
May 2 -
Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.
May 1 -
Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.
May 1 -
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.
May 1 -
Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
April 30