Client relations

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.