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The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.

Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?

When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter. Jay Coulter is a practice management and investment portfolio...

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...

Where is the smart money going?  What is the world’s largest asset manager investing in?  With all the talk of companies investing in AI...

With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.

While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.

When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.