Client retention

From public service to operating a craft brewery, planners are keeping busy outside the office.

Advisors share the individual presents they send investors for the holidays.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.