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.

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a ...

5 min read Lessons on Adaptability and Client-Focused Solutions Gain insights from a leader in finance about the many roles an advisor must embrace in the evolving financial landscape to be a top ...

With over 20,000 advisors and wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience.

Financial advisors aiming to build rapport must begin by delving deep into their client’s financial landscape. This goes beyond a mere analysis of income, expenses, and assets.

Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on ...

Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients ...

Not every prospective client fits the business model. A young wealth manager asks other financial advisors whether to welcome every investor or stick to his vision.

No financial plan is complete without considering estate planning, but approaching the subject can prove difficult if advisors are uninformed or lacking human touch.