Client Relations

Fidelity polled advisors about the Broker Protocol, BMO to use SEI’s wealth platform and Americans aren’t fans of redistributing wealth.

Ever curious about what clients say about their financial advisors behind closed doors? We recently got the lowdown from Kevin Huhn, 54, who, after an eclectic career, now heads Be Your Best Today, a media and public relations firm near Toronto.

If your clients haven’t bothered to ask how you incorporate their tax situation into the advice you’ve provided in the past, they probably will now.

Don’t wait for a market downturn.

At least half of the $1 million+ clients didn't start out that way.

Ameriprise study finds age is just a number, Citi names Natalia Murphy the Head of Trust and Wealth Planning for North America and SmartAsset launches SmartAdvisor matching program.

Fintech tools like robo advisors should not be viewed as competition; they actually help advisors and clients better communicate and interact.

The asset and wealth managements are too complacent about fintech, Howard University adds CFP programs and U.S. household wealth reaches new highs.

Technological innovation is a necessity today, but it’s no substitute for human relationships, expertise and guidance.

SEI partners with Synechron on blockchain, Coinbase launches an index fund and millennials on what they want from employers.