Client relations

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Doing good can build relationships and loyalty, so don’t be shy about publicizing your practice’s efforts.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

It's tough starting a relationship with so much at stake. Here's how.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

Having a third party administrator on your side can help appeal to current and prospective clients.

In an industry swirling with opinions, it's not uncommon to come across a wrong one.

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

Advisers can stay connected in a meaningful way and still automate how they communicate.

When an adviser’s Spidey sense tingles, there’s usually a good reason, Kimberly Foss says.

Use this as an opportunity to target potential clients and address specific niches.

Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.