Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Leena Iyar Clients expect ...

As we enter into what most people consider a forever-hybrid environment with clients, it’s time to commit to a new set of service models. I say commit because we’ve arrived at a point where ...

NEW YORK--(BUSINESS WIRE)--Liquidnet, the global institutional investment network, today announced the appointment of Anthony Victor as Senior Execution Consultant in the Americas. This senior hire ...

CEO & Founder of Nida Leard Consulting & Coaching. I help exceptional experts innovate their Genius-Based Business into a Legendary Outlier. I have had several businesses during the past 20 years. My ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

Lifetime Financial Management has launched a client segmentation value calculator for advisers. The tool, called Enhance ...

Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. Wealth management is one of those terms that many people in this field think they understand.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory ...

Financial planners continued to use fee-for-service billing models in 2025, as advisory firms and broker/dealers try to serve more clients and scale financial planning across their businesses. The ...