Every client has financial goals. Goal planning in Advisors Workstation let's you have goals-based conversations with clients, then quickly connect those goals to an an easy-to-understand plan in ...

A robo-advisor is a software platform that uses algorithms to create an investment portfolio for you. The best robo-advisors aim to maximize your return potential according to your risk tolerance.

She’s written for the Financial Planning Association ... or asking for customer feedback, Forbes Advisor’s list of the best email marketing software will help you decide which works best ...

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

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a financial advisor can help. Today, there are financial advisors for just about any budget. This includes robo-advisors and in-person financial advisors. There’s also platforms that can help ...

As firms compete for advisors, investment solutions are among the time-saving lures they’re dangling. Wellington-Altus Financial Inc. added fresh bait this month with the official launch of ...