The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

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 ...

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 ...

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

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.

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

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

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 ...

Some older clients don’t want to retire to the Sunbelt. In fact, they’d prefer not to move at all, thank you very much. Though staying put may sound easier than relocating, many advisors say that ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...