If a potential client types "immigration law firm" or "personal injury attorney" into Google, they are immediately presented with dozens of options. On the surface, they all look remarkably similar: ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

A preliminary analysis of Am Law 200 firm data shows that the number of clients that firms billed last year fell. At the same ...