Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. T…
Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing…
Surrender. Its the only way to stay sane (if that's possible). Why get all wrapped up in the news, which shifts hourly, and try and figure out how financial markets…
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with eac…
Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a signif…
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup bent, showin…
Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The legal issues remained, with a (…
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing one…
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements. One,…
A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals for the first half of the year: Venture funding…
With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away asset…