Advisor strategies

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

What the next generation of tech innovation means for planners.

"Maybe commissions aren’t so evil after all?"

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

Find out which top practices gained or lost advisors in the last year.

Having lost AUM over the past year, advisers are investing time and resources in new engines of growth.

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Merrill Lynch's Stephen Stabile and others are using behavioral finance tools to make better plans for clients.