Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

The current CRM scene keeps advancing at a rapid pace, with innovative companies now leaning toward options combining ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Agentic automation: Perhaps most significantly, conversational memory transforms AI from a transactional tool to a genuinely ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

For advisors, offering a modern client portal is a critical tool for staying relevant, competitive and connected.

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Tequity, a leading North American M&A advisory firm specializing in global Enterprise B2B SaaS products, services, and AI/Data-oriented company transactions, acted as the exclusive financial advisor ...