Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. Wealth management is one of those terms that many people in this field think they understand.

The baseline value proposition for an AI notetaker is pretty clear. The tool logs into a meeting between the client and ...

Shaping Wealth’s methodology, built on years of academic research and real-world advisor training, addresses the behavioral drivers that shape client experiences and decisions. Through the integration ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

WHY IT RATES: Luxury travel agency Brownell is celebrating the successful completion of its first Advisor Staff Training program, a two-day intensive training session in which nine independent travel ...