Four advisors let us know what they love about their planning software, and how it could be improved.
Firm says $40-million investment from Cynosure will help attract top advisors
FCA to require companies to set aside capital for investor redress
Group to focus on investor-advisor relationships, complaints, suitability
Hybrid model may provide better client outcomes
Advisory and customer service functions are among the most advanced AI uses, a report says
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Back-office snafu meant clients didn't get discounts on standard fees
B.C. court says case meets criteria and allows plaintiff to revise claim
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vdGFnL2Fkdmlzb3JzL3BhZ2UvNS8(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)T0hYdExxWDY(dmlzaXRLZXk)bW5kYURrQVM){kind=small}