Client relations

Four experts say that video training and giving the TLDR versions can go a long way to securing and keeping clients confident and engaged.

Turns out clients are as mistaken about tax preparers as they are about taxes.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.

A top FINRA enforcement official warns that firms' internal compliance systems are not clued in to the often ambiguous meanings of the symbols now peppering many financial planners' communications.

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.