Client acquisition

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

Digital firms are launching platforms to cater to faith-based investors.

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

Do stock market swings mean new opportunities for financial planners?

RIAs need to review fee flexibility, target markets, value and branding.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.