Client acquisition

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Advisors are jumping to firms with established infrastructure.

Mobile apps beat out websites, but what’s on the horizon?

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

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.