Evolutionary performance reporting tool that engages clients with a story that tells the ‘how’ and the ‘why’ of a client’s portfolio’s financial performance BOSTON, April 08, 2026--(BUSINESS WIRE)-- ...

"They also shouldn't tell you or in some way imply that because a certain investment has had a performance track record over ...

A new survey suggests that when it comes to selecting and staying with an advisor, investors aren't likely to decide based on their portfolio performance. Instead, the findings from the poll by ...

With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...

Investors who work with financial advisors value trust more than any other consideration in those relationships, according to a new survey from Capintel, a B2B fintech company. In a survey of 1,000 ...

Fees are how advisors make their money from clients, and while there are several ways advisors can structure fees, there’s one structure in particular that seems to be trending. A recent Advyzon study ...

A broken portfolio is not as big a deal to an investor as broken trust with their advisor. That’s the revelation of a new study by CapIntel, a Toronto financial technology company. The company found ...

During periods of heightened market volatility, folks are prudent to seek out advice. If you’re in the market for a financial advisor (FA) or evaluating whether to fire your current one, it’s fair ...

Evolutionary performance reporting tool that engages clients with a story that tells the ‘how’ and the ‘why’ of a client’s portfolio’s financial performance For most of the financial industry’s ...