Gregg George, J.D., LL.M., managing director and senior client advisor at Crescent Grove Advisors, works closely with C-suite executives, entrepreneurs and other first-generation wealth stewards to ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts suggest modern financial advisors will become "more like integrated life/wealth ...

Understanding Evolving Client Expectations How Financial Advisors Can Adapt to This Shift The Impact on Emergency-Savings Behavior Meeting Client Needs The value investors place on financial advisors ...

The modern advisor's competitive advantage has shifted from accumulation of information to the interpretation of it.

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.