Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

Brookfield selected iCapital to develop the technology behind The Alts Allocator, citing the firm’s experience creating ...

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Whether it is firing a problem client or helping a family cope with a terminal cancer diagnosis, advisors sometimes have to ...

Increasingly, next-generation advisors are passing on inviting clients to winter holiday blowouts. Instead, they’re opting ...