Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Mobile payment firm Square on Thursday launched Square Appointments, a combination service and iPhone app for businesses dependent on client bookings. The platform allows clients to book appointments ...

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 ...

Carnival Cruise Line has introduced a new "manage booking" user interface on the GoCCL Navigator for travel advisors. The company said the interface now has simplified steps, a modern look and ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...

Getting and keeping clients. It’s the lifeblood of an advisory business, regardless of what’s happening in the markets, and often a factor in whether practices rise or fall. That’s because winning ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...