Client retention

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.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

Going overboard may leave clients wondering if that is where their fees are going.

Here's why holistic planning deserves another look.

Pay attention to feedback about what works and what is confusing or distracting.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

How some firms bypass traditional methods and offer points and rewards programs.

How advisers can prepare for renewed interest in alternatives.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.