Practice

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

How advisers focus too much on investments.

How advisers focus too much on investments.

These small ways to show your generosity and spread good cheer include treating clients' kids to a coffee gift card.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

Among the predictions: Trump's anti-regulation stance could put a damper on the burgeoning regtech market.

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.