Client retention

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.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

No more golf balls: Business-building giveaways that clients really want.

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

Advisers who impress senior management can sometimes walk away with bigger offers.

By taking the right steps, advisers can convince loyal clients to follow them out the door.