The Destination is Maximum Advice

What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?

10 Ways Advisors can Prosper in the new Wealth Management

Here's how advisors need to adapt their practices so that they can not only survive, but thrive, in the new wealth management industry.

Top Reads: Tech & the Future of Wealth Management

As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly…

How Wealth Management Can Survive a 40 Basis Point Future

The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a…

When Your Tech Problem Looks Like a People Problem: What…

Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.

Summer Reading for Finance Leaders and Professionals

We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.

One Strategy to Truly Connect with Clients AND Prospects

A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.

Why a solid succession plan is in your client’s best…

As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason - it introduces risk that is not in…

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales,…

XtivaCloud – Future-Proof Financial Technology

Technology platforms are increasingly important in determining which financial services companies will survive and thrive in the digital age – and which ones won’t. Financial technology must meet a growing…

3 Referral Myths and How They Limit Your Growth

Referrals are a funny business. Despite high levels of client satisfaction, we’re universally frustrated by how difficult it is to translate that goodwill into referrals. I believe there are three,…

Financial advisors: 5 trends that will change the way you…

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These…

Finserv People to Follow

If you’re looking to keep on top of finserv industry trends, you’d be well served by following the individuals below. It’s not an exhaustive list, and shouldn’t be interpreted as…

Secrets to Building a Great Advisory Team

Engaged workers offer the best chance for future growth. When employees pool resources, a firm can deliver better service.

Driving profitability in the complex advice industry

Product complexity, distribution constraints, compliance requirements, and low interest rates have put a squeeze on the profitability of many financial advisory firms.