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 ...
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 ...
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 ...
For many advisors working with Gen X and older millennial clients, portfolio construction and retirement income are only part of the job. As they build deeper relationships with households in their ...
Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...
Summit Global Investments (SGI), an independently owned SEC-registered investment advisor, today announced the appointment of Michael Barnett as Managing Director. In this newly created executive role ...
When clients say, “I can do this myself,” advisors often hear a critique of their expertise. The assumption is that clients are underestimating the complexity of investing, overestimating their own ...
11d
After losing her job as an assistant during the pandemic, this advisor bought a book of 350 clients
Amanda Van Soelen, a CFP at Lumin Way Financial in Guelph, Ont., says a smooth transition helped the business thrive ...
For decades, the mortgage industry trained us to believe our job as loan officers was clear and defined. A family or individual decided to buy a home, they came to us, and we stepped in to help them ...
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