When treating someone with financial stress, even if the financial planner has already helped the client address the stressor ...

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 ...

As a financial advisor, my responsibility to my clients goes beyond managing investments—it involves fostering understanding, building trust and making sure they feel confident in the strategies we ...

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.

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts suggest modern financial advisors will become "more like integrated life/wealth ...

The acquisition is Procyon's largest to date and reflects the firm's long-term objective to broaden access to its integrated wealth management model across the United States. OLV's advisors and ...

For financial advisors, landing the right clients isn’t about high-pressure sales tactics—it’s about a thoughtful, strategic approach. The ideal clients trust your expertise, value your guidance, and ...

A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...

When young advisors enter the field of wealth management, I think a lot of them may be surprised at how much succeeding in this industry relies on building relationships. Of course, knowledge of the ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding national footprint and client base, has announced the ...