Commentary and Insights

Perspectives on the markets and economy for you and your clients.

With client engagement a record levels, the right tech can help you serve more clients without increasing your staff.

Succession planning isn’t just for emergencies—find out how to help your firm stay in the game for the long haul.

Find out how firms can confront the unexpected and still hit it out of the ballpark.

In serving our clients it can be easy for self-care to take a back seat, but it’s essential to invest in your own mental wellness.

This risk-assessment checklist can help you maintain your equilibrium in tough times and build a stronger foundation for your business.

Here are a few tips to help advisors bridge the gender gap in wealth management.

Advisors may be able to help improve client outcomes and satisfaction by educating clients about the role emotions and cognitive traps can play in investing.

Before constructive fee conversations can take place, it helps to have a solid understanding of how your firm’s approach measures up in a wider context.

Women are an underserved segment of the financial marketplace—a missed opportunity that is likely to become even more important as time passes.

Make it easy for clients to pick you: These simple steps help advisors create a unique value proposition.

Because young investors are fundamentally different in how they consume information, advisors need to adapt their approach to financial education in a way that addresses their tech-forward lives.

In an age when people are inundated with information, most advisors are waging a battle against their clients’ inclinations to tune out. How can advisors deliver financial planning strategies that cut through the virtual noise and connect with clients?

Don’t let student debt keep you away from millennial clients—here’s how advisors can build a whole new client base.

To best position for the long term, advisors need to find ways to connect with their clients' children.

For advisors making the big move, here are four tips for a smoother transition.

By truly listening to what clients need and tailoring services to them, advisors can more thoroughly differentiate their practice from their competitors.

In the hunt for increased productivity, it can be easy to overlook the human element. But attracting and retaining top talent to serve clients and manage operations is critical to the success of your business.

Sustained volatility is hard to stomach, sparking emotional decision-making and attempts to time the market. Enter advisors.

Account aggregation helps provide more holistic guidance across all aspects of clients’ financial lives, which clients may view as a differentiator.

While financial advisors may believe they are well-covered when it comes to discussing fees with their clients, research suggests that there is a disconnect between this perception and reality.

Becoming a niche advisor could enable you to run your firm more efficiently.

Let’s talk about what we can do for your business

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