Personalization can significantly increase client satisfaction and advisor success in today's wealth management ecosystem. Financial advisors can foster deeper relationships and higher retention rates by tailoring investment strategies to match each client's unique financial goals and tax situations. This is not news. However, thanks in large part to the evolution of major investment vehicles and…

Sponsored by Join George Nichols III, CAP®, President and CEO of The American College, as he discusses insights from the Inclusive Growth Think Tank and the WealthManagement Industry Awards. Learn how financial advisors can guide clients through the complex challenges of special needs planning, focusing on aging parents and caregivers. Discover the growing demand for…

Join us for an educational webinar where Grayscale's Global Head of ETFs Dave LaValle and Head of Research Zach Pandl answer top questions from financial professionals on Ethereum. What are the main reasons financial professionals should consider Ethereum for wallets? What are the applications and uses of Ethereum that contribute to its value?…

Commonwealth Financial Network, a Waltham, Mass.-based independent broker/dealer with more than $296 billion in assets, has partnered with Vestwell to launch a new joint employer plan. This expands Commonwealth's existing partnership with Vestwell and makes the new Gateway 401(k) Plan available through more than 2,000 IBD advisors. An employer pooled plan (PEP) is a 401(k)…

In a sign that advisory tech giant Envestnet is for real continuing to develop and consolidate its technology groupthe firm announced a number of developments, updates and new features to its platform this week. WHEREAS Envestnet announced that Bain Capital was acquiring it in Julythe tech firm has continued to break down data silos, consolidate…

A Massachusetts-based consultant who is suing Hightower for age discrimination won a small victory last month, with a state court temporarily barring the firm from enforcing non-solicitation agreements against him. In the ruling, Judge Debra Squires-Lee ruled in favor of Glenn Frank, a 69-year-old adviser who became involved with Hightower after it bought Lexington Wealth…

Small and medium-sized businesses make up 99% of all American companies, and most owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights to business owners by automating business health analytics and providing continuous value monitoring, ultimately helping advisors provide better guidance by integrating business health data in their…

A Massachusetts-based consultant who is suing Hightower for age discrimination won a small victory last month, with a state court temporarily barring the firm from enforcing non-solicitation agreements against him. In the ruling, Judge Debra Squires-Lee ruled in favor of Glenn Frank, a 69-year-old adviser who became involved with Hightower after it bought Lexington Wealth…

A new report from wealth management firm Wealth Enhancement Group found that only 19% of Americans surveyed regularly meet with a financial advisor to discuss their retirement goals. This despite the fact that only 48% think they have done everything they can to prepare for retirement, while 36% feel they are behind in achieving their…

The market for cryptocurrencies is growing, and now with the adoption of Bitcoin and Ethereum ETFs, there are more choices for advisor clients to access the space. But for the crypto market, is it better to invest in an index or use an active manager? Asset managers recently debated the topic at the Future Proof…