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Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.

RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...

Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.

How good of a year was 2022 at Commonwealth? One for the record books. Last year, the Commonwealth Financial Network® posted the highest recruiting results...

Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.

By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.