Advisor Impact Inc. has launched a third-party client assessment tool that helps financial advisors maximize the value of their existing books of business and build deeper relationships with clients.

Words rarely match actions when portfolios suddenly plummet. Theoretical comfort with volatility evaporates quickly once percentage drops transform into dollar figures. One of the thorniest challenges ...

The challenges of the last 18 months, Brexit, the global pandemic and increasing demands for greater transparency and market control are driving change at a breath-taking pace in Financial Services.

Accounting for Clients' Liquidity and Other Financial Needs. J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of ...

What’s your why? If you haven’t asked yourself this as a business leader, it could be what’s holding you back. Finding the right clients is more than just a matter of closing deals. It’s about ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

Objectives: (1) Describe the self-care, productivity and leisure problems identified by individuals with a spinal cord injury (SCI) during rehabilitation, (2) describe the perceived level of ...