Client relations

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Monte Carlo simulations can only do so much.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

Unhappy with M&A offers, CJM chooses to stay independent.

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.