Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

Industry veteran and respected licensed health insurance producer joins one of the nation's largest FMOs to scale an ...

Cheryl Canzanella, right, lost her husband, Colin Goodell, left, to an accidental opioid overdose in 2017. When Cheryl Canzanella says "opioid addiction doesn't discriminate," she is speaking from ...

For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

When clients use the Advantage Account, advisors can see benefits, too. For example, with appropriate client consent, ...

Preparing clients in advance is even more effective. According to the authors, adverse reactions to volatility often signal a ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

If most financial advisors were honest, few would say they got into the business out of a passion for retirement planning. It’s usually an interest in investing, an eye for the markets and for ...

Travel advisors share their 2026 business resolutions, from scaling operations and pricing confidently to strengthening ...