Which is why it's at least interesting that AI meeting note tools like Jump and Zocks have built meta-level meeting analytics tools that can help advisors assess certain key aspects of their meeting ...

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 ...

Holding on to existing clients is much more cost-effective than attracting new ones. Here’s how financial advisors know a ...

Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like ...

Jump reports taxes are becoming a year-round concern, with growing client demand for tax planning and ongoing financial discussions.

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

Working with high-net-worth (HNW) clients can increase assets under management and revenue, but getting them in the door can sometimes be challenging. Wealthier clients often have specialized needs ...

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...