Research

Switching doesn’t always mean leaving

Your clients have stuck with you, but is your practice really safe?

By Mike Banham |June 10, 2026

5 min read

4 new learnings on the intergenerational wealth transfer

Advisors play an important facilitator role with clients and their families

By Mike Banham |April 29, 2026

3 min read

CRM3’s winners and losers

Cost transparency is coming — 5 implications and 3 big takeaways

By Mike Banham |February 26, 2026

3 min read

Geopolitical shocks a top client concern: advisor survey

Market volatility, potential recession also on the list of worries

By Jonathan Got |February 17, 2026

1 min read