Client relations

One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

Books can be great marketing tools, but also time consuming.

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Technology is rapidly changing many, but not all aspects of the business.

The research firm’s annual survey included new queries reflecting changes in the industry.

Assume everything you say is on the record, and don’t overshare.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Scroll through to learn about five core changes impacting retirees.

First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.