A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Goals are the backbone of good financial planning, which is why we so often talk about helping clients make the most of them. Identifying SMART goals (that is, goals that are specific, measurable, ...

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

Shaping Wealth’s methodology, built on years of academic research and real-world advisor training, addresses the behavioral drivers that shape client experiences and decisions. Through the integration ...

Immersive new initiative accelerates next-gen talent through credentialing, mentorship, and real-world client experience. HOUSTON, Oct. 8, 2025 /PRNewswire/ -- Linscomb Wealth (LW), a Houston-based ...

Generative AI (Gen AI) is rapidly reshaping industries, and wealth management is no exception. Earlier this week, OCBC ...

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your ...

James Bogart describes his rookie year as a financial advisor for a small brokerage firm as trial by fire. “It was, ‘Hey, you need to go and get clients,’” he says. Now, as founder and CEO of a ...

Stan Milovancev, CPA, QKA, is a values-driven executive with over 30 years of experience leading growth, operational transformation and cultural excellence across financial services firms. As co-chief ...

Years ago at a previous firm, Gene Thompson's colleague, a fellow financial advisor, came to him for guidance on money stress in her marriage. Processing Content Thompson, who was studying financial ...