We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Discover the single move that saved my client $1.8 million during their business sale. Learn why most business owners leave money on the table without even realizing it. Selling a business is one of ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

In our work with more than fifty advisory firms — and in conversations with hundreds more — we encounter a recurring theme: market data shows that high-net-worth clients want impact, but advisors ...

The Securities and Exchange Commission has barred a former investment advisor from the industry for allegedly breaching the fiduciary duty he owed to a client with whom he became romantically involved ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

The discovery meeting is one of the most critical interactions financial advisors have with clients. It's the first chance to uncover the client’s financial concerns, goals, and values while building ...