Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Dr. Jay is a Childfree Wealth Specialist and author of the book “Portraits of Childfree Wealth” and the upcoming book “The ...

From left to right, Danielle Labotka and Samantha Lamas of Morningstar spoke at the firm’s conference last week about the findings of a survey of 3,000 investors’ reasons for hiring, retaining or ...

I've been working with high-income professionals for over a decade, as a certified public accountant and certified financial planner. During my time working with wealthy clients, one thing has become ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

As annuity sales continue to climb across the industry, new research suggests financial professionals are finding an added benefit in the products beyond income guarantees and downside protection: ...

With demand for financial advisors rising and supply falling, there is no better time to get into the advisory business. Here ...

We, as humans, are one fickle lot. We strive to be happy and healthy, and we typically understand what activities and habits can lead us there, but when push comes to shove, our actions aren’t highly ...

Soltis Investment Advisors, LLC ("Soltis"), a Registered Investment Adviser ("RIA") with approximately $14 billion of client ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.