Client Service

Why you should use account aggregation

Offering account aggregation is an effective way to add value to your client relationships, deliver better service, and set your firm apart from the competition. It provides a window into your clients’ overall finances by gathering data across financial and custodial accounts; as well as,...

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Discussing advisory fees with your clients

While financial advisors may believe they are well-covered when it comes to discussing fees with their clients, research suggests that there is a disconnect between this perception and reality.

According to a report by State Street Global Advisors and Knowledge@Wharton,1 most...

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