Client acquisition

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.

A better technology strategy may help firms improve walletshare, a new report says.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

They have begun eyeing clients with $1 million and less.

It increased at the slowest pace in five years, according to a new report.

A young advisor put her faith in letters and numbers until a client set her straight.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

The competition is clear. The conflicts are just beginning.

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.

The aggregator introduces banking services and says it will continue to acquire new firms.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

Without advisor buy-in, scale can't be achieved, the tech executive says.

"High-achieving" advisors on social media can increase assets by 10%.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

The company’s acquisition will allow it to target prospective clients who are still in the wealth creation phase of life, says CEO James Gorman.

The firm is benefiting some referrals from Bank of America’s other business units.

Ensure you have the right digital tools and approach for a successful client acquisition strategy. Here are four ways to stay engaged with prospects.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

The firm adds a second $1B RIA - and its family office.