Client acquisition

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

More than one-third of U.S. brokerage clients opened their first accounts in 2020, according to new research from the FINRA Foundation.

APIs, proprietary funds, customer service issues: executives explain what they’re planning as their company hits $6.7 trillion in client assets.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.

Eaton Vance and E-Trade deals expected to boost the firm’s performance.

Client acquisition was down compared to 2019, but still higher than in years past.

Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.