Client relations

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Planners' fears of violating privacy stops them from taking action. If implemented, a new model act might help.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

As the season comes to a close, check out these recommendations for advisors and clients.

After the divorce, I was broke and in debt. Then my husband sued me.

The specter of lost trillions in the coming asset transfer is causing wealth managers adapt their strategies to serve mercurial millennials.