TORONTO--(BUSINESS WIRE)--CapIntel Inc. (CapIntel), a leading investment comparison and proposal tool, today revealed the results of a wide-ranging survey that sheds light on what investors value most ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

A new survey suggests that when it comes to selecting and staying with an advisor, investors aren't likely to decide based on their portfolio performance. Instead, the findings from the poll by ...

What really fuels a successful business partnership? Partnerships are crucial for success and they allow professionals to tap into diverse expertise and uncover new growth opportunities. But amidst ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Written by Jason Katz, Private Wealth Advisor and Managing Director at UBS Financial Services; and Jordan Ricciardi, Senior Wealth Strategy Associate for Katz Wealth Management UBS Financial Services ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...

Strong client engagement is at the heart of a healthy advisory business. Sustaining and improving this engagement is critical to a firm’s vitality and its bottom line, but building and nurturing solid ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...