Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements Money, a registered ...

Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Model portfolios are a new generation of investment products that can help wealth advisors improve client outcomes, refocus their attention on high-value activities, and ultimately expand their ...

AI tools have proven to increase lead generation by as much as 50% and lower costs by as much as 60%. It may take 10 years for AI tools to develop to the point where they can help advisors in a ...

Discover how effective market segmentation identifies profitable customers and optimizes pricing, distribution, and product development for business success.