Financial advisors spend a lot of their time with clients looking ahead—sometimes zeroing in on how to fund a retirement that is decades away. But new challenges can emerge without warning. One such ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

The value investors place on financial advisors is evolving. Now more than ever, clients expect comprehensive advice that improves their financial wellness—which, by itself, is a complex, multifaceted ...

Clients bringing AI-generated advice to meetings creates the perfect opportunity to demonstrate why human advisors matter ...

For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

The landscape of financial planning is undergoing a remarkable transformation, and advisors must take note. Philanthropy, once considered a peripheral topic in wealth management discussions, has ...

In this comprehensive guide, learn about what financial advisors do and the services that they offer. Also, find out if you ...

SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. ByR.J. Shook, Former Contributor.