In the not-too-distant future, every firm will allow their advisors to create video. Here’s how you can prepare. 

The first step in adopting an automated platform is deciding which one to use.

Providing transparency around fees and performance significantly increases client satisfaction, loyalty and advocacy.

The top firms are creating capacity to better serve clients, widen service menus and generate new lines of business.

While still overly dramatic, HBO’s Ballers’ second outing proved more realistic in exploring the dynamics financial advisors must navigate when dealing with professional athletes’ family and friends. (Warning, spoilers...