Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

CRM2 establishes rules for Canadian investment advisors to enhance transparency in client accounts. Understand its impact on cost disclosure and investment performance.