Client relations

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

The second installment of book recommendations from industry experts that advisers should not miss.

The four questions that can determine if a hike is in order.

Advisers who show they care about clients and their interests may have more success.

Advisers who show they care about clients and their interests may have more success.

Advisers who show they care about clients and their interests may have more success.

Books that help advisers self-improve and build their practices.

A new partnership between ex-wirehouse advisors and a retirement plan consultant will use "gratitude boards" to focus discussions on important issues in clients' lives.

Don’t keep duplicating your efforts if they’re not paying dividends

Don’t keep duplicating your efforts if they’re not paying dividends

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

To build loyalty with the next generation, key steps include hiring younger advisers.

Key issues to consider when strategizing clients' future financial health.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

The strategy raises tricky tax reporting and regulatory questions.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Here are ways to engage them in more positive thinking when the market gyrates.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.