Client relations

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.