Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

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SURREY, BC / ACCESS Newswire / May 21, 2026 / Consumer Choice Award is proud to announce that Westgroup Financial ...

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and ...

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

Mary Beth Storjohann, CFP®, is the Founder and CEO of Allora Wealth, a financial planning and investment management firm based in California. With over two decades of experience in the financial ...

There's a version of financial planning that gets talked about a lot: the spreadsheets, the retirement projections, the tax strategies. What gets talked about far less is the other side of the first ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

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 ...