Built on EY trusted brand and investments in AI, the portfolio addresses increasing pressure clients face to create new ...

New mobile app helps firms keep up with clients through appointment reminders, two way document sharing, and 24/7 chat with Tiff, ProPlaintiff’s AI Legal Assistant.

Clients are beginning to assume that if technology can forecast trends, flag anomalies, and surface insights instantly, then ...

Advisors can guide clients through frank family talks and smart structures to avoid estate conflicts over cherished ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Raise your hand if you’ve seen the client estate plan procrastination gap story before: client reveals they don’t have an estate plan (shocker!), their advisor refers them to an estate planning ...

As a travel advisor, you earn trust – and a living – through personal touches and creating connections. Clients trust you to know the best ships for their love of swanky lounges and the best stays for ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

How a marketing client evolves over time will directly impact the effectiveness of the strategies its agency partners develop. If agencies don’t keep up with how clients are changing, the campaigns ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Deciding when to retire is one of the most significant financial decisions your clients will make. As an advisor, your role is crucial in guiding them through this complex process, ensuring they have ...