Financial advisors — some of the hardest working professionals that I know — prioritize attracting and retaining clients. Often, the key is quality time spent with the client offering products that ...

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, ...

There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the ...

According to a new report from Cerulli Associates, more advisors will be adopting the use of model portfolios to better serve their clients and free up time to develop their businesses. In the latest ...

PHOENIX--(BUSINESS WIRE)--Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, launched a line of Environmental, Social and Governance (ESG) ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Private Advisor Group, the Morristown, N.J.–based registered investment advisor and office of supervisory jurisdiction affiliated with LPL Financial, has launched a limited purpose broker/dealer, PAG ...

NewEdge Advisors, a New Orleans-based RIA supporting independent financial advisors nationwide and backed by Parthenon Capital, is expanding its affiliation models for advisors to include a “W2” ...

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the ...