For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

The gambler using a fixed deck of cards which allows him to palm a high card. (Photo by George Karger/Getty Images) Imagine walking into a wealth management firm in 2034 and finding half the desks ...