Client relations

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.

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.