Client retention

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.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

The makings of a true destination RIA