Client relations

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.