Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...

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 ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Learn expert strategies to reassure clients during market volatility, focusing on long-term goals and identifying investment ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...

Context is important for vision. Managing risk at the household level – known as householding – can provide greater transparency across holdings to create a more complete picture of risk. Seeing how ...

If financial advisors ask clients the rate of return for their rental real estate investment property, they should expect to hear a number at least 5 percentage points higher than the actual one, ...

NextGen investors are about to receive a significant portion of “the great wealth transfer” over the next 20 years. And those who don’t have a relationship with their parents’ financial advisor and ...