Client retention

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Advisers can stay connected in a meaningful way and still automate how they communicate.

Avoiding the pitfalls of managing client finances can be challenging. Here's how some advisers fared — some successfully, others not so much.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

See which of the top firms added, retained or even lost clients in the past year.