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, ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

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 ...

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

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

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 ...

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 ...

Converting Customer Engagement Data Into Seller Insights That Inform Decisions, Actions, And Conversations At The "Moments That Matter" Digitally enabled customers are putting a premium on speed, ...