Client retention

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.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.