Most high-net-worth investors keep the majority of their wealth away from their primary advisor, new research finds.

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

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.

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

Expanding your services into wealth management can be an attractive way to scale your business if you're hoping to work with higher net worth investors. It's also a challenge, however, as there may be ...

Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Nextiva and similar platforms combine several of these capabilities into a single system by integrating services such as ...