Client retention

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

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

It may be time to update your salary strategy to encourage better performance and attract promising job candidates.

"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Investors want more clarity and better options when it comes to fees.

Don’t underestimate how valuable your services can be when clients make property decisions.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

These firms reported the highest share of accounts topping $100,000.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.