Client retention

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Technology is rapidly changing many, but not all aspects of the business.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

The new law will affect how financial advisors and clients evaluate the pros and cons.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.