Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken – How Families ...

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham. For many advisers, high value clients can be a challenge to ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...