The fintech has partnered with Equisoft to accelerate collection of client data
European regulators warn industry to pay special attention to inflation in disclosure and suitability
Significant product changes offer opportunities to engage clients, get to know them better and address suitability
To ease client worries, advisors may need to be responsive in case of emergencies
How these experienced advisors handled unfavourable economic conditions
Three-year plan focuses on CFR enforcement, dispute resolution and crypto
With the S&P 500 now in a bear market, clients may have questions. Here’s how to answer them
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
Active listening and putting returns in historical context can be effective communication strategies
In a more competitive market, insight into a client’s thinking can provide an edge