Client retention

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

The award marks the largest of its kind this year.

Advisors need all they help they can get retaining clients. That's where technology comes in.

Excelling in these qualities can help a firm deliver a consistently strong experience.

There may be a silver lining to be found despite this challenging situation.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Let technology help your practice increase customer retention and find better prospects.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.