Client relations

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.