Client relations

Wealth management allows veterans the chance to help each other in a meaningful way.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

Keith Apton got his first taste for finance while still in college.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

Scheduling freedom allows for more time with the kids, say those in the industry.

A good financial advisor can add tons of value. But, “good” is a subjective term.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Is hourly and standalone planning misguided? This advisor says yes.

The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

An FPA conference's keynote session began with Tai chi and classical music.