We’ve also leveraged technology to continually upgrade the level of service we provide for our clients, without massively increasing the workload of our advisors. Our focus has been on products and solutions that allow us to provide customization at scale, or mass customization…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The biggest movement is toward holistic financial planning, where advisors have their hands in everything from estate planning…

There’s a proposal currently making its way through the halls of Washington that would dramatically affect estate planning. It’s critical that advisors understand how it might impact their clients.

I recently had the pleasure of hosting a webinar with Matthew Jackson and Bob Veres on their white paper, The New Frontier in Wealth Management, in which they discussed the evolutionary differentiators that will set apart the firms of tomorrow.

In business, it’s often said that if you don’t innovate, you’ll be left behind. Now more than ever, financial advisors are having to face that truth.

People aged 45 and younger, those who are often referred to as “Next Gen” and include the huge millennial cohort, will in the future offer enormous growth opportunity for financial advisors.