Client relations

Clients appreciate the depth of expertise that a practice can provide.

The documents are good indicators of investors’ past behavior and probable future behavior.

How advisers can prepare for renewed interest in alternatives.

Creating a viable exit strategy is critical to the future of any successful practice.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.

Advisers sound off on the most difficult challenges their clients have handed them.