Given the fundamental shift to the human side of investing, it’s more important than ever for advisors to have a clear sense of what investors value in the advisor-client relationship throughout the ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Deepening client relationships requires that an advisor keep an open mind, ...

Trust is the cornerstone of any successful client relationship. According to the annual trust survey by PwC, 74% of consumers say that they consider reliable customer experience to be the most ...

The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it ...

Too many professionals still take a one-size-fits-all approach to their sales process. The result: missed opportunities.

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This ...

Summit Financial, a fast-growing RIA platform with more than 150 advisors and $23 billion in assets, has taken a modular approach. The firm announced Wednesday that it has expanded its advisor ...

Serial entrepreneur Ritik Malhotra built Savvy Wealth from scratch using what he describes as cutting-edge technology.