Client acquisition

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Four erroneous beliefs cause many new planners to fail.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

Digital firms are launching platforms to cater to faith-based investors.

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

Do stock market swings mean new opportunities for financial planners?

RIAs need to review fee flexibility, target markets, value and branding.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

A better technology strategy may help firms improve walletshare, a new report says.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

They have begun eyeing clients with $1 million and less.

It increased at the slowest pace in five years, according to a new report.

A young advisor put her faith in letters and numbers until a client set her straight.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

The competition is clear. The conflicts are just beginning.

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.