Skip to Content
Advisor Insights

Delivering Your Advice Digitally

Here's how you can easily extend a digital-first approach to client meetings, whether in person or virtually.

With the continuously increasing number of financial technology tools available on the market, advisors are now using more technology within their businesses than ever before. From day-to-day operations to rebalancing portfolios or creating financial plans, we're tethered to our computers and software platforms to get just about any job done. Yet one aspect of providing financial services seems to lag others when it comes to this digital-first approach: actually delivering advice to clients. Though we may generate portfolio analyses, performance reports, or financial plans with the help of various software platforms, it’s still fairly common for advisors to deliver these reports in a paper format.

This makes sense, given many tools that we use to create client-facing reports historically and still do generate reports in a PDF format, ready for printing in the 8.5"x11" standard we're all used to. Moreover, for in-person client meetings, we often feel as though we need printed reports and plans to review with clients, to make annotations or notes during said meetings, and/or to provide clients with something tangible that they can take home after a meeting. 

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.