Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning ...

Client communication is a good thing for financial advisors, especially in a volatile market. But how much is too much?

When you approach a sales call needing the deal, clients can feel it immediately. Desperation lowers perceived value.

In the strongest client relationships, an outsider can't tell who's the client and who's the service provider because they're both focused on solving the problem.

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

The Canadian bank is using machine learning to analyze customers' payments and provide recommendations to salespeople.

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

With three-quarters of wealthy clients now favoring advisors who know philanthropy, a new study maps where the knowledge gaps ...