Client relations

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

Tragic experiences led this advisor to find a way to make finance real and personal.

Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

Planners share their favorite out-of-left-field appeals for advice.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

This $1.5 trillion dilemma doesn’t discriminate.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

Planners appear to be breaking away from the AUM fee structure.

From public service to operating a craft brewery, planners are keeping busy outside the office.

Sometimes little things have the biggest impact.

Relationships with clients are changing — and technology is leveling the playing field.

Advisors share the individual presents they send investors for the holidays.

The digital customer experience is getting better. Firms should take notice.

To move from focusing on pushing products to helping clients, firms need to aggregate and collect more data.