Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.

AI can transform relationships throughout the client lifecycle, allowing humans to focus on deeper connections and sustained ...

Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.

The standard industry approach to client segmentation — rating clients, assigning certain value rankings as indicators, creating different service models for clients — is outdated.

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only ...

Leading the industry, WisdomTree, Inc. launched its Portfolio Solutions program to better support RIAs and wealth management firms. This program aims to help advisory firms customize client ...

On Tuesday at its annual GitHub Universe conference, the Microsoft subsidiary announced support for four new LLMs in Copilot: Claude 3.5 Sonnet, Gemini 1.5 Pro, and OpenAI's o1-preview alongside ...

The needs of investors have intensified, and the engagement model between advisors and clients has completely changed.

GitHub has extended Copilot’s model support to new Anthropic, Google, and OpenAI models and introduced GitHub Spark, an AI-driven tool for building web apps using natural language.

Registered investment advisory firms are aggressively moving away from collecting client commissions, and seem to be thriving as a result.