Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke service. Why use a wealth advisor just to invest money? Every day wealth ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...