The real opportunity in AI is elevating advisors, not replacing them. When used correctly, technology doesn’t distance ...

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Potential clients would describe what they wanted — and even when it wasn’t a fit for my expertise (which is helping people ...

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper, more resilient client relationships. Proactive, year-round tax planning ...

Asian Americans are projected to become the largest immigrant group in the U.S. by 2050, accounting for about 38% of all U.S. immigrants. Despite the group's growing wealth, many financial advisors ...

“It’s not about the food or wine. It’s all about the conversation,” said David Rich, founder of Palabra, which helps organizations and individuals network through sponsored dinner parties. He was ...

A recent YouGov survey found that when choosing a financial advisor, trustworthiness is the most important factor for Americans, with 60% of respondents saying it matters most. Ashley Foster, a ...

At Nixon Peabody, the “One Firm” culture is more than a phrase. “One Firm” is a commitment to connect colleagues across practices, offices and markets. Transparent leadership, clear career paths and ...