Client relations

These works of nonfiction and fiction can provide inspiration for better practice management and client services.

To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Family dynamics can muddy an otherwise clear situation.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.