At a conference several weeks back, I was talking with a seasoned wealth manager about his business. He had been running an independent practice for roughly 20 years and he had a great, profitable, ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

Lacy Garcia is the founder and CEO of Willow, an award-winning wealthtech platform powering advisors’ acquisition and growth with women investors. A former financial advisor and marketer, Garcia ...

Swati Deepak Kumar (Nema) is Senior Vice President at Citibank, leading Data and Insights with a strong background in innovation. In a world racing toward automation, the greatest innovation will be ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.

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 ...

Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...

For many clients, retirement is a goal that can feel far away, until one day, it’s right around the corner. Preparing clients for retirement means addressing their financial concerns, as well as their ...