Client experience

How wealth management firms, advisors can make the most of AI  How wealth management firms, advisors can make the most of AI 

Technology

How wealth management firms, advisors can make the most of AI 

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

By Noushin Ziafati |May 18, 2026

6 min read

IA transitions new life applications to new platform IA transitions new life applications to new platform

Insurance

IA transitions new life applications to new platform

Existing policies to remain in legacy system

By Jonathan Got |April 15, 2026

2 min read

7 steps to a scalable practice 7 steps to a scalable practice

Your Business

7 steps to a scalable practice

So many advisors think they have a growth issue — what they really have is a business-design problem

By Jeff Thorsteinson |April 13, 2026

6 min read

Opinion: We need greater governance on life insurance book transfers Opinion: We need greater governance on life insurance book transfers

Life

Opinion: We need greater governance on life insurance book transfers

The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable

By Rhona Konnelly |April 10, 2026

3 min read