Xtiva How To: Set Up Alerts for the Internet

Learn how to set up alerts and never miss out on a piece of news again with Alerts that go straight to your inbox!

What Clients Want to Know: Questions a Wealth Manager Should…

Well-prepared clients looking for a new financial planner or wealth manager have good questions - and here's how to have good answers.

The Destination is Maximum Advice

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

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

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.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.

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.

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker's 2017 Internet Trends Report.

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…

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…