The right technology has the power to help you strengthen the client experience and build trust through lasting client relationships. In this session, leaders from the award-winning Black Diamond Wealth Platform will discuss how you can deliver a transformative advisor-client experience that exceeds growing client expectations without adding operational costs.
Investors trust advisors more than politicians, about the same as mechanics, and less than doctors, lawyers and accountants, a new CFA Institute study says.
Providers within and outside the advisory industry offer data of how the remote work environment has shifted client outreach and the greatest threats it faces.
ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.
