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.

These certificants are multiplying — and so is their revenue.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

Advisers who impress senior management can sometimes walk away with bigger offers.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

Positive psychology might be the key to determining just what a client needs.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

From secret children to sudden engagements, these are client disclosures that shocked planners.