Client acquisition

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

Attracting them means knowing what’s really important (hint: it’s not retirement).

This technology allows for a guided, rather than a one-sided, planning experience.

Too many advisors self-sabotage their referral process.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Advisors need all they help they can get retaining clients. That's where technology comes in.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.