As more women become breadwinners and equal partners in their households, financial advisors will need to step up their game to win them as clients. Investment knowledge is no longer a differentiator.

Creative Director of ArtVersion, a Chicago design consultancy. We craft ideal user experiences for the world’s most innovative companies. From large enterprises and small-scale businesses to ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers. These experiences sometimes made me question ...

The right advisor helps guide you through challenges, and every advisory firm promises that kind of support. But what sets an ...

Financial decisions are rarely made in an emotional vacuum, yet many advisers continue to approach client conversations as though they were. Simply telling anxious clients to "stick to the plan" ...

Editor's note: In The Trenches is a new column written by FA Associate Editor Jim McConville in which he'll write about how advisors solved a client's retirement planning problem. Please contact Jim ...

Divam Mehta’s passion to be a stand-out financial advisor comes from his background as a first generation Indian American. He’s on a mission to make the community more prominent within the profession.

By offering a holistic proposition that combines the products and services of Citigold Private Client and the Citi Prestige ...