Client acquisition

The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

Advisor Zaneilia Harris has come to a bleak conclusion.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

The firm experienced record call volumes earlier this year.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

Approximately 450 RIAs custody with Folio, which has $11 billion in assets.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.