Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

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 ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

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

Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client ...

Pop quiz: What’s the difference between risk tolerance and risk profile? Risk tolerance and risk profile are often used synonymously yet are distinct constructs when determining suitable risk levels ...

Financial planning and analysis software firm Conquest Planning has a new CEO; Brad Joudrie will succeed Mark Evans on Jan. 1. Joudrie joined Conquest in 2019 and was previously the chief revenue ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...