Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

Stagnant advisor headcount and limited productivity are now the biggest barriers to wealth growth.”— Peter Bielan, ...

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

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...

NewEdge Wealth Advisors adds 31-person teams from Ameriprise Financial and Raymond James, bringing $1.94 billion in client assets ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

More than half of advisors reported they do not have a relationship with their clients’ children, according to the InspereX 2025 Advisor Pulse Outlook data released today. At the same time, the survey ...

Why Financial Advisors Recommend Annuities Advisors may recommend annuities for clients who value income stability or have limited tolerance for market volatility. An annuity can function as a ...

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...