Client relations

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.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.

By acting immediately when stocks turn, you can position yourself to receive significant additional assets, columnist John J. Bowen Jr. says.

By putting clients’ interests first and documenting conscientiously, advisors will comply with the rule, while also building trust.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

See which of the top firms added, retained or even lost clients in the past year.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.

Planners share what they've been sending clients, colleagues and peers.