When the locally-focused, Pennsylvania-based brokerage Red Tree Mortgage was acquired by West Capital Lending in 2024, Alex Reinig traded his CEO title for Vice President. But a more seismic shift was ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

In today’s saturated financial advice market, technical savvy and market insight are only part of the equation. Clients are demanding more – transparency, personalization, and a relationship rooted in ...

That’s how 85% of brokers surveyed in Canadian Underwriter’s annual National Broker Survey say they maintain status as trusted advisors with their clients. That percentage is statistically consistent ...

Often, the term “trusted advisor” is used in the business world. In fact, it’s so widely used that many may not truly understand what it means. Trust is defined as “assured reliance on the character, ...

Forbes contributors publish independent expert analyses and insights. Mark Cohen covers the global legal industry and business reinvention. The trusted adviser role has become more challenging and ...

Entering 2026 as one unified brand positions us to deepen our role as a trusted advisor and accelerate growth across the UK,' says chief executive ...