Added on March 2025 in Form an RIA
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Summary: Arecently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction and prompt them to change advisors.
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Summary: Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that most advisors should circle and celebrate – and for good reason.
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Summary: For decades, the wealth management industry revolved around a single core function: investment management. Advisors built their value proposition around asset allocation, security selection and portfolio rebalancing. However, today’s high-net-worth and ultra-high-net-worth investors expect more than investment expertise. They demand a comprehensive wealth management experience that integrates financial planning, tax efficiency, estate strategies and retirement income solutions.
