Client retention

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Four experts say that video training and giving the TLDR versions can go a long way to securing and keeping clients confident and engaged.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.

From baggage tags to homemade tamales, here are some of the gifts financial advisors are giving to make clients' holidays merry and bright.

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Financial advisors' jobs won't be eliminated by AI, but their roles are rapidly evolving to keep up with new client demands and oversee new tech to prevent hallucinations.

A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.