Sales and Marketing

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.

The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.

Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.

The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.