Miriam Rozen

Clients who are freelancers can be a good source of referrals, but they also need more attention.

New CFPB rules may prompt more class-action suits against retail banks, aiding advisors and their clients.

Such funds can provide diversity, but find out a manager’s history and specific holdings.

History shows a worrisome trend around the newest funds.

Tread cautiously: Not all these funds are created equal.

Moving to a new location doesn’t necessarily deliver more clients.

Certain incentives drive employees to find new revenue sources: new clients.

Google is no longer the only option for learning whether a client will be a good fit.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

With a proliferation of mobile devices, developers are offering tools that keep compliant records of all types of digital communications.