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 ...

Preserving your focus is both simple and, for many, incredibly hard: saying no. Sometimes, you have to say no to an ...

LONDON, Nov. 4, 2025 /PRNewswire/ -- While many agencies are retrenching or productizing their services, IDX™ is accelerating investment and reorganizing around its clients to become the leading ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

New partners, including the firm’s first female head of a department, are eyeing a deeper focus on client understanding Intellectual property firm Brandsmiths has boosted its partnership ranks with ...

CEO Michael Lyons stated that the company has undergone a comprehensive review leading to a critical reset of its revenue and earnings baseline, shifting strategic focus to sustainable, client-focused ...