Client retention

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Advisers can stay connected in a meaningful way and still automate how they communicate.

Avoiding the pitfalls of managing client finances can be challenging. Here's how some advisers fared — some successfully, others not so much.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

See which of the top firms added, retained or even lost clients in the past year.

Having lost AUM over the past year, advisers are investing time and resources in new engines of growth.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

RIAs are finding that the biggest competition for clients is right in their own backyard.

Change can be unsettling. Here’s how to calm jitters and show the benefits of rate fluctuations.

Clear goals, an informed focus and effective execution equals better performance.

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.