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 ...

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In London’s financial sector, having taken an advanced course in Excel is a plus when it comes to looking for employment or ...

Selecting the right forex broker in Nigeria requires careful evaluation of regulation, trading platforms, costs, account types, and customer support. By focusing on safety, transparency, and trading ...

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.

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

Alternative investments, once treated as niche diversifiers, are now firmly embedded in the typical advisory toolkit. A new CAIS–Mercer survey of nearly 800 financial professionals shows the asset ...

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

Advisors cannot guide what they cannot see. In a landscape where client expectations shift quickly and financial activity happens across multiple institutions, wealth firms need more than periodic ...

Bill Cates, founder of Referral Coach International, explains how advisors can learn more about their clients and build trust ...