Firms spend millions on back-office technology, but not all advisors are buying in
A successful claims process begins at the time of sale, say experienced advisors
Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans
The percentage of advisors and clients who have signed engagement letters has risen over the past year
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
Financial planning is becoming more important. Advisors said it helps them show the value they provide to their clients
Most advisors favour having non-producing branch managers, but there are some who say the old approach still has value