Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer – the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.

Buying software can be overwhelming. With so many choices, it’s hard to know which is the right fit. To help you decide, here are 5

If you work in a behind-the-scenes position, you can appreciate Kyle Bean, Moneytree’s Client Support Manager. The reason is that what motivates Kyle — a

Financial planning technology typically isn’t the most exciting market, but so much has changed since this summer that intrigue is in the air. Various companies