Survey identifies dissatisfaction with tech, client acquisition, and succession planning
Chris Warner sees past the AI hype, to the small areas where this tech can make life easier, he argues its transformative promise lies in those small wins
As the industry has shifted from managing money to managing emotions, Tatiana Enhorning has found new application for her psychology degree
Emotional counselling meets administrative support for executors and family members after losing a loved one
Expanded MGA definition risks new fees, confusion, and red tape for small practices, organization says
