Client retention

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

To win at cybersecurity, base your strategy on the way you are already serving clients.

Planners appear to be breaking away from the AUM fee structure.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.

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.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.