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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 ...

Understanding Forex Trading in Nigeria. Forex, or foreign exchange, is the market where currencies are traded. In Nigeria, trading is legal through regulated brokers and recognize ...

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

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

BNY Pershing and Goldman Sachs Ayco are entering the client custodial referral market, a space previously dominated by Charles Schwab and Fidelity Investments, with further competitors likely to join ...

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