Advisors will be also be interested in the program, Williams adds. “It will certainly help their clients understand what they are all about and how a good client-advisor relationship is supposed to ...

The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

Exclusively virtual advisor-client relationships are becoming more popular. Prior to the COVID-19 pandemic, less than 8% of financial advisors had a client base that was at least 50% remote.

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

With a prospective client application system, it's possible to gain a much better idea of whether the relationship is a good fit before committing to a full meeting.

"Client referrals are usually critical for financial advisors wanting to build a substantial high-net-worth clientele." ...

Client satisfaction is essential for a successful financial advisory practice. While technical proficiency is what clients are supposedly “buying,” other factors also prove to be very ...

Client events are a proven way for financial advisors to show appreciation, further develop the client-advisor relationship, and increase the chance of being introduced to clients' friends and ...

After a testy email exchange with a client, financial advisor Hilary Hendershott knew it was time to end the relationship. The two had had a misunderstanding about particular assets, which ...