Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

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 ...

Something that differentiates the home care agency field from other industries is that services are time-limited. People recover or pass away and no longer need your services. This fact presents two ...

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 ...

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

Learn how real estate teams can boost retention and growth with community events and consistent client engagement.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

Exchange-traded funds (ETFs) have evolved from niche investment vehicles into mainstream retirement planning tools. While their accessibility makes them appealing for long-term goals, successful ...