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.

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.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Technology is providing opportunity for advisors willing to think outside the box.

They’ve been waiting for things to get better — but they haven't.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Professional development and service to the community are major benefits of breaking into politics, current and former candidates say.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.