Client communications

Be careful when giving gifts over $100 in value.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

If you do not fully understand the regulations, you’re not alone.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.

The announcement of the firm’s new name ends speculation that one of the best-known brands in the fast-growing RIA space might disappear.