Resources

Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father's recent passing. Lumiant aims to fix that problem.

Even as clients worry about inflation and rising interest rates, their decisions show a steadily growing faith in the stock market.

Learn from a panel of experts on the current state of open banking in the United States and what you need to know to ensure you have access to the data that will be required to power your investment use cases.

Future retirees felt slightly better about the economy in July, new data shows. But advisors say their clients are still "nervous."

As inflation rages and fears of a recession loom, future retirees are showing historically low confidence in the economy.

In April and May, future retirees showed persistently low confidence in the stock market – and that was before the downturn in June.

The ability of individuals across different income and wealth tiers to access the financial markets has massively increased in the last two years bolstered by technology innovations, the proliferation of data and an expansion of the types of financial products available. That is what you could describe as a democratization of wealth management.

Until employers rethink their policies and benefits, the challenges of the Great Resignation on businesses and employee well-being will persist.

Advisors say clients planning for retirement have been rattled by market volatility and are running away from stocks as they try to minimize risk.

Financial planners and wealth advisors today are dealing with increased client expectations and workloads, plus the need to keep growing their client base. Explore solutions that help advisors get out of the back office and simplify tedious processes like asset transfers so they can focus more on clients.