Your financial advisor should help set you up for success, but they're also human. This means scheduling meetings on certain ...

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

Holidays, birthdays, anniversaries -- there are so many dates on the calendar to keep track of, and all of them important and ...

New York City-based startup Zeplyn, which raised $3 million in seed funding for its AI assistant for financial advisors ... AI to streamline their client meeting process," said CEO Era Jain.

Industry veterans reveal some early career missteps and offer guidance on how younger advisors can avoid them.

Looking for a trustworthy financial advisor ... for Ellevest clients). A complimentary consultation is available without signing up for an Ellevest account. During this meeting, an Ellevest ...

Many people like the option of meeting with an advisor ... with financial firms based on your assets and the complexity of your financial situation. According to the company’s website, clients ...

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With eight years of experience as a financial journalist and editor and ... We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations.

A recent string of legal filings has underscored the ethical and financial ... boundaries in client relationships. Harrison also suggested that firms can be more proactive in notifying customers of ...