Client relations

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Although revenue fell for the FP50, most firms upped their AUM.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

Only 17% of advisers have a binding and actionable plan in place.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

There could be a savvy person who could take over the practice among your wealthy clients.

Create an everlasting cultural legacy for employees to make a seamless transfer.

Wean them away from the notion that they have just one adviser at the firm.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

As products and advice change, there’s one clear winner.

With more focusing on specific client niches, it makes sense to go where the money is.

With more focusing on specific client niches, it makes sense to go where the money is.

Don’t let them do a deal before you bring up these important topics.