Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

As advisory firms grow beyond the founder‑led phase, many enter a quiet crisis as they discover that a one‑size‑fits‑all ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to ...

Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services’ national sales manager of investments, Kristine Wade.

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...