Client retention

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

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

The new law will affect how financial advisors and clients evaluate the pros and cons.

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

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.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

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

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

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

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

The award marks the largest of its kind this year.

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

Excelling in these qualities can help a firm deliver a consistently strong experience.

There may be a silver lining to be found despite this challenging situation.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.