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How to get them to offer unsolicited praise in a social setting.

Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

2015 saw 15 records broken by the corporate bond market in 2015, though not all of them were necessarily positive.

Playing nicely with CPAs can help advisors land new clients.

Don’t be too ‘salesy,’ but rather highlight advice and expertise.

Investors are reassessing expectations for dollar appreciation after the greenback strengthened against all 16 of its major peers last year.

In data collected from looking at the returns of 2,076 fund managers from 1975 to 2006, IFA researchers concluded that 99.4% of fund managers lack "genuine stock-picking ability," while 0.6% were "just lucky" at attaining positive returns.

Some advisors set up expectations during the onboarding process.

A few banks started paying their advisors by salary years ago--now others are considering the same.

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

Vanguard attracted a record $236 billion in net deposits in 2015 as investors flocked to passively managed products.

In order to gain the most referrals, it is no longer enough to just cultivate a niche.

Scott Bessent, who oversaw George Soros’s $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.

Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

Don’t forget the process of connecting on a holistic basis.