In-person client meetings are in full swing now that the country has emerged from Covid-19 restrictions. Though Zoom was a poor alternative to live meetings, it has become a superior alternative to ...

The focus of client meetings has shifted from discussing individual investments to financial planning, and advisors are employing digital tools. It’s the middle of the year, when by tradition client ...

It’s been four years since the world went into lockdown amid Covid, and although restrictions and mandatory remote work are over, people still want to meet remotely with financial advisors. Even in ...

The remote chatting now going on between clients and advisors could become the new normal. That’s what investors said in a recent survey from Broadridge Financial Solutions Inc. But not everybody ...

Managing meetings can feel like a never-ending juggling act—one that often leaves you scrambling for links, double-checking schedules, or manually coordinating updates. If you’ve ever wished for a way ...

Zoom Video Communications ZM has announced the availability of its Zoom Scheduler tool and extension of the free signup period. The Zoom Scheduler simplifies the process of finding the ideal meeting ...

An attendee wears Meta Ray-Ban AI glasses during the Meta Connect event in Menlo Park, California on Thursday, Sept. 18, 2025. With the advent of wearable artificial intelligence devices like the ...