Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

More than half of advisors said they increased the number of clients they had when they offered digital estate planning services, according to a survey by Trust & Will, a digital service that provides ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...

It’s a given that women are going to be the initial beneficiaries of the great wealth transfer. That means there’s going to be a need for more women financial planners—since they bring unique ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...