Client relations

From his front-office perch at the Seattle SuperSonics, Palash S. Islam gleaned practice-management wisdom that served him well as a financial planner.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.

As millennial and Gen-Z women take more control of their own finances and those of their families, they’re becoming less tolerant of bias, research found.

Perceptions on relationships, health, and lifestyle have also changed.

“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.

At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.

Grappling with margin pressure, consolidation and fragmentation, the sector questions its identity.

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

The firm may have crammed five years worth of user adoption into a single month.

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.