Practice management

Creating a Unique Client Experience in Your Financial Practice

What differentiates your practice from others in terms of client experience? Is it something that you, your staff or your clients can articulate? Are there certain things you want your clients to think, feel and do based on their experience? If not, then you are missing out on what could be a huge opportunity to deepen client relationships and grow your practice.

Partner Insights from Atria Wealth Solutions
Hyper-Personalization in Wealth Management

In recent years, the financial services industry has seen a shift towards hyper-personalization in wealth management. And we have built Unio and Clear1 with personalization in mind. The success we have seen in their adoption, as well as feedback on the value they bring you and your clients, has affirmed our overall strategy.

Partner Insights from Atria Wealth Solutions
2023 Key Themes for Wealth Management at Atria

2022 certainly had its share of ups and downs — a 20% drop in the S&P 500, seven rate hikes by the Fed, record unemployment, adjusting to the new normal both personally and professionally and much more. Despite the unpredictable markets and broader economic challenges, we, as a firm in partnership with all of you, accomplished so much.

Partner Insights from Atria Wealth Solutions
Passing the Baton – The Art and Science of Serving NextGen Clients

Have you ever watched the relay races during the Olympics? The most nail-biting moment of the whole spectacle is the baton pass. The slightest fumble and the leading team could drop to the last spot within fractions of a second. As financial professionals, our industry is at a similar juncture today, only with higher stakes. We're witnessing the most significant baton pass in history — an $84 trillion wealth transfer.

Partner Insights from Atria Wealth Solutions
Engaging the NextGen Client

We all know that $84 trillion will transition to the next generation of clients and charities over the next 20-30 years. But what does that mean at the end of the day for you and your practice?

Partner Insights from Atria Wealth Solutions
Retirement

How the FIRE movement keeps burning in a tough economy

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.

By Nathan Place

August 27
Technology

5 tips to help advisory firms keep off-channel communications compliant

SEC crackdowns on off-channel communications are costing firms millions. Here's how to avoid being caught up in the next enforcement sweep.

By Justin L. Mack

August 25
Regulation and compliance

Robinhood decision eases way for state-level fiduciary rules for brokers

Other states are likely to look to Massachusetts for guidance on how far they can go in holding broker-dealers to a higher standard than Regulation Best Interest.

By Dan Shaw

August 25
Tax

24 tax tips for self-employed clients

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

By Tobias Salinger

August 25
Estate planning

3 offbeat things advisors might see in client wills

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

By Victoria Zhuang

August 24