Client acquisition

Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.