New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Conversations are the backbone of what financial professionals do with clients. What are the best words to use with the right person?

Legora's shared workspace, Portal, offers law firms a new line item on the revenue sheet.

Trust is the foundation of any successful relationship, and it’s particularly important when it comes to remote relationships. As in any customer relationship, the key to building trust is delivering ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...