Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

As Envestnet approaches its second year as a private company, Chief Relationship Officer Andrew Stavaridis says the transformation has brought a new sense of focus and freedom — both internally and ...

While working as a financial advisor at TIAA 12 years ago, Meredith Briggs had the shock of her professional life. Early on in their relationship, a wealthy client in his 70s—a detail-oriented ...