TORONTO--(BUSINESS WIRE)--CapIntel Inc. (CapIntel), a leading investment comparison and proposal tool, today revealed the results of a wide-ranging survey that sheds light on what investors value most ...

Trust, not transactions, is the foundation of successful mortgage relationships, separating trusted advisors from ...

New research from Cerulli Associates suggests that clients who trust their financial advisor always acts in their best interests were significantly more likely to stay loyal, reinforcing the business ...

A new survey suggests that when it comes to selecting and staying with an advisor, investors aren't likely to decide based on their portfolio performance. Instead, the findings from the poll by ...

What really fuels a successful business partnership? Partnerships are crucial for success and they allow professionals to tap into diverse expertise and uncover new growth opportunities. But amidst ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Amanda Robinson, vice president of portfolio solutions at Fidelity Investments, shares how the advisor-client relationship is transforming. Today’s clients want answers to real-life financial ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...

Strong client engagement is at the heart of a healthy advisory business. Sustaining and improving this engagement is critical to a firm’s vitality and its bottom line, but building and nurturing solid ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...