Client communications

Advisors typically take most of their clients with them when they go independent, but not all of them do.

How they’re hiring, striving and even thriving under new conditions.

The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Three things to focus on when you’re starting an RIA.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.