When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...

At the average age for retirement, 83% of wealth comes from real estate; however, many homeowners don’t consider their home an asset, much less a retirement strategy. In fact, homeowners leave ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Wealth managers who are a part of BNY Mellon Wealth Management’s network will receive access to a new client prospecting tool designed to expand initial conversations with investors beyond basic risk ...

John Hancock Retirement has launched a tool for financial professionals designed to make finding and managing prospects simpler, the firm recently announced. Prospect Finder is an interactive, ...