Client acquisition

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.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

2017 set high benchmarks, but RIAs must prioritize strategic goals to maintain growth, a TD Ameritrade study says.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

There’s no obvious reason to row back from the bank's strategic commitment to focus on wealth management while keeping a leash on the investment bank

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.