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.

The banker involved in a case going before the justices is accused of misrepresenting the financial condition of a client.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

Be careful when giving gifts over $100 in value.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

If you do not fully understand the regulations, you’re not alone.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.