Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

Understanding the basic tenets of managing money is critical in today’s economy. Yet too few Americans make an effort to fully understand the vocabulary of finance, leaving them ill-equipped to make ...

In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...