Client communications

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.

It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.