Touring the world with Lagbaja in the early 2000s exposed Sodeke to diverse audiences, genres and performance standards. Yet even while performing on global stages, he was quietly building his own ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

After more than three decades advising individuals and families, I’ve come to believe that wealth management is equal parts technical skill and human connection. Markets challenge us, testing ...

Protein bars, plant-based meats and low-fat snacks may be lining grocery store shelves — but private chefs say some foods marketed as "healthy" are often avoided by their wealthy clients. Chefs and ...

I manage a small team of customer service/account managers. I have a long-term client who is quite particular and has dealt with one of my employees for a few years now. Recently, I’ve brought a new ...

JPMorgan launched its Special Advisory Services initiative on Monday, which is aimed at providing key clients with access to consulting services drawn from the investment bank's own practices. The new ...

A while back, I was shadowing an agent during a listing appointment and saw him lose the listing before he even sat down. I was there to observe, not to lead, and sometimes watching teaches you more ...

Justin Pot is a freelance journalist who helps people get more out of technology. Plex has been rolling out a new user interface for a while now, and to say it's been divisive among users would be an ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...