Forbes contributors publish independent expert analyses and insights. Mark Cohen covers the global legal industry and business reinvention. The trusted adviser role has become more challenging and ...

TORONTO--(BUSINESS WIRE)--CapIntel Inc. (CapIntel), a leading investment comparison and proposal tool, today revealed the results of a wide-ranging survey that sheds light on what investors value most ...

The primary hallmark of advisor-friendly trusts is the deliberate separation between portfolio management and trust ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Expert advice can be one of your biggest growth accelerators — but only if you know how to access the right people. Here’s how to build a trusted inner circle that offers real insight, not just ...

Trust is built through relationships. It is not automatic, it is not assumed, and it is never guaranteed — it is earned. Working for a well-respected company with a long history of service does not ...

[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires ...

The advisors who thrive in the next decade will be the ones who treat this evolution not as a trend but as a mindset. One ...

Wealth Networking Intelligence™ platform equips national RIA with relationship data and insights to enhance prospecting, deepen client relationships, and accelerate growth Aidentified equips advisors ...