Peak Financial Advisors' Debbie Freeman explains how offering in-house tax preparation for clients not only generates extra revenue, but also boosts the firm's retention rates.
Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.
Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.
In 2020, it became clear that Hightower’s events would have to be retooled. Here’s what I learned in the process about bringing people together while keeping them safely apart.
