Client relations

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

The firm may have crammed five years worth of user adoption into a single month.

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

Stipulated agreements by BDs and advisors looking to fast-track the arbitration process are becoming increasingly common.

Bear markets come with checklists of savvy moves to make for investment portfolios.

It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.

Finding the right collaborator changed my life.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

“The advice I give is to calculate the financial impact for each option,” an expert says.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

"It took a little time to regain our equilibrium."