Client retention

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

Key issues to consider when strategizing clients' future financial health.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.