Financial advisors want and need to be discovered via Google searches. The challenge becomes how to use their website to make that easily happen. We did the research for financial advisers. The research blew us away. We provide some beginning ideas how to do that and get you up to speed on the trends and tools to get it done. Read the full article on Wealth Advisors Trust.
Absolute Capital’s W.I.N. platform breaks traditional barriers, letting advisors manage clients’ workplace retirement accounts while they’re still employed. Features include direct integration with existing dashboards, UMA capabilities beyond standard fund menus, risk-aligned portfolio tools, and fee-based billing up to 1.60%. No plan consultant role required—just participant-focused advisory services that build stronger client relationships today.
Manulife John Hancock Investments is leveraging its dual-brand identity to showcase global scale and deep private markets expertise. The firm has expanded its ETF platform over a decade, now offering differentiated active strategies across fixed income, equity, and specialized assets like senior loans. President and CEO Kristie Feinberg highlights how active ETFs meet evolving advisor demand while preparing for demographic shifts including longevity and the great wealth transfer.