Client relations

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

The key is thinking like a business owner and acting like a CEO, according to a new report.

New FINRA guidelines lay out the consequences.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

Doing homework and knowing how to enter and how to exit are essential.

Advisors' best strategies for dealing with college loans.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

It can be expensive and time consuming. Is it worth it?

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

The big custodian chose a 35-year company veteran to take over the long-vacant position.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.