Client relations

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

It’s the Roth’s 20th birthday. Where is everyone?

Too many advisors self-sabotage their referral process.

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

17 great reads planners recommend to their colleagues and clients.

There will still be several different methods to have the fee waived.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Lights, camera, action? Get ready for your close-up.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

There may be a silver lining to be found despite this challenging situation.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.