My flight leaving Vancouver was delayed. This meant my connection through Chicago would be tight. After a week of the high-wire act that is delivering presentations, I was ready to be home. I was ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning ...

Changing client demographics and preferences, along with market uncertainty and new investment opportunities, are creating plenty of opportunities for advisors to create competitive differentiation, ...

This content is produced by a member of The Drum Network, a paid-for membership club for CEOs and their agencies who want to share their expertise and grow their business. As both complexity in the ...

Forbes contributors publish independent expert analyses and insights. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...

The financial services industry would be well served to focus on diversity, equity and inclusion not only to bring more people into the industry, but also to serve the demographics and needs of their ...

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...

One of the most formidable obstacles to the planning process is the general reluctance of clients to discuss their own mortality. There’s one significant motivating factor, however, that drives ...

Technology and data have created powerful tools for consumers, but they have also exposed a critical gap that algorithms and scripts cannot fill. This gap is where the professional insurance agent ...