Here are four questions independent financial advisors should ask before choosing a TAMP.

Most advisory firms that specialize in wealth management use three technology platforms: financial planning software, portfolio accounting software, and a CRM software. Let's take a closer look at the functionalities and costs of each.

Summer is a time for vacation, relaxation and spending time with family and friends. It can also be a time when female financial advisors struggle to achieve work-life balance. Juggling work and personal responsibilities is challenging, but it’s possible.

We're sharing four areas of work female advisors should resolve to pay special attention to in 2022 –plus, how you can give those resolutions staying power.