Category: Tutorials

Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.

The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.

Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.

As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.

As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.

As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.

Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.

Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?

Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.

Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions