Advisors are busy enough managing clients’ wealth and keeping them protected. They want to make the most of their time with clients, so they may think that offering banking products isn’t worth it.

I am a big proponent of advisors fulfilling know your client obligations in a more meaningful way than just filling out a form. Serving a client as a trusted advisor means knowing them better and ...

Martine Cunliffe has watched the wealth management industry change drastically since she started working in it more than 25 years ago. In the past, she said there was more “transactional advising,” as ...

Between recession fears, a mass retirement of older planners and the looming presence of AI, advisors have plenty on their plates. And that’s without counting one of the industry’s biggest challenges: ...

A new analysis from the Center for Retirement Research at Boston College sheds light on how financial advisors shape the equity allocations of clients approaching or in retirement – and whether those ...

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

Whether it’s by phone call, text message, e-mail or social media, investors have more ways than ever to contact their advisors with questions, which can create a delicate balance between meeting ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% in 2024 and just 19% in 2023. Greater platform access and custody solutions ...

Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

Why Financial Advisors Recommend Annuities Advisors may recommend annuities for clients who value income stability or have limited tolerance for market volatility. An annuity can function as a ...