Andrew Connors has spent 30 years watching high net worth clients do the same thing: sacrifice time and health building wealth, then spend that wealth trying to reclaim what they lost. The managing ...

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, family offices, and boutique RIAs are all vying for the same affluent households ...

BDO USA's November 2025 acquisition of Mississippi-based Top 100 Firm Horne helped it bring on the most new Securities and Exchange Commission audit clients in the fourth quarter of the year.

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have. For example, a client who supports their family with their paycheck may need ...

Cybersecurity experts identified ongoing malware campaigns exploiting the ClickFix social engineering technique to distribute two key threats: Amatera Stealer and NetSupport RAT. This activity, ...

No advisor wants market volatility, but every advisor knows it’s inevitable. Because of this, it’s paramount for advisors to be prepared to help their clients successfully navigate challenging market ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

A trailblazing online course to train financial advisors on how to assist clients with addiction and mental health issues is now available nationwide. Processing Content The Recovery Within Reach ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...