Client communications

Data aggregators provide big advantages for RIAs, but criticism is mounting.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

The industry risks becoming more of a boy’s club, rather than less of one.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

New platform upgrades seek to aggregate data and address client concerns.

Clients can save an average of $2,500 off the sales price by striking at the right time.

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.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.