Consumerism has, for the most part, taught us that satisfaction is the standard. But Ron Carson writes that, in the financial advisory business, satisfaction is unacceptable. Satisfied clients are not loyal clients and loyal clients are the only good clients.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.

Raymond James has expanded its practice acquisitions and succession planning department this year as it looks to open up more transition options for advisor force.

The advisory industry has been fretting about the impending tsunami of retiring advisors in the coming years for some time. As a result, firms are assembling succession programs as a way to ease the transition of client assets from older advisors to the much younger set.

What is your client experience like? The "Referral Doctor," Steve Wershing, asks, have you designed it to be like a fast food chain, or a high-end dining establishment?

Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.

Advisors report that clients request annuities more than any other unsolicited product, according to new research from Cerulli Associates.