Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...

It means listening deeply, creating space for clients to feel heard and staying aware of both clients' and your own emotions.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

When it comes to scams preying on the elderly, Chris Wilbratte, founder and partner with Echelon Financial in Austin, Texas, is all too familiar. Processing Content His assistant's 84-year-old mother ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding national footprint and client base, has announced the ...

Space management got us through the first phase of hybrid work. It proved that technology could bring order to chaos. But the next phase requires something more: a deliberate focus on what people ...