The future of advice may be more AI-powered, but the advisor-client relationship remains at the center of how firms deliver ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Sometimes the most revealing insights into a client's situation come not from portfolio analysis or performance metrics but from a well-placed, probing question. Processing Content Yet in early ...

Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Morningstar conducts annual surveys of investors and advisors, exploring a wide range of topics, including gaining deeper insights into their overall relationships. In our 2023 Voice of the Investor ...

Clients aren’t searching for advisors the way they used to. Instead of clicking through pages of links, investors are turning to AI tools for direct, tailored answers. That shift is reshaping the way ...

The landscape of financial planning is undergoing a remarkable transformation, and advisors must take note. Philanthropy, once considered a peripheral topic in wealth management discussions, has ...

Although financial advisors offer a range of financial services, affluent clients are not utilizing many of them and are instead focusing on just a few key services. The challenge for advisors, ...