All the hidden fees your adviser might be charging you: 'If you don't know your total cost, then you don't know your total return'

The fees can be legal but the lack of clear, upfront explanation creates confusion, and that’s where clients often lose money ...

What Is an Independent Financial Advisor?

Learn how independent financial advisors operate.
The Daily Upside

How Advisors Are Putting Private Markets to Use

According to the CAIS Mercer report, 77% of advisors use model portfolios for alternative investing, and 55% of respondents ...

EP Wealth Advisors Expands Phoenix Presence with Acquisition of Clearview Wealth Advisors

Torrance-based EP Wealth Advisors acquires Clearview Wealth Advisors, adding $218M in AUM and expanding its Phoenix footprint ...
Financial Planning

Not your book of business, JPMorgan says to ex-advisor in latest lawsuit

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...
WealthManagement.com

Focus Partners Wealth Rolling Out New Advisor, Client Portal

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...
Entrepreneur

Don’t Sell Your Business Without These 4 Core Advisors — One Saved My Client $1.8 Million

Discover the single move that saved my client $1.8 million during their business sale. Learn why most business owners leave money on the table without even realizing it. Selling a business is one of ...
Business Wire

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
Morningstar

How Wealth Managers Can Redefine the Client Experience

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...
WealthManagement.com

Advisors Have Always Avoided Updating CRM

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...
Barron's

A Financial Advisor Became Romantically Involved With a Client. Why the SEC Banned Him From the Industry.

The Securities and Exchange Commission has barred a former investment advisor from the industry for allegedly breaching the fiduciary duty he owed to a client with whom he became romantically involved ...
Wall Street Journal

What Does a Financial Advisor Do?

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...