Client retention

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

No more golf balls: Business-building giveaways that clients really want.

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

Advisers who impress senior management can sometimes walk away with bigger offers.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.

This in-house position helps one firm attract larger clients and build contractual relationships with descendants.

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.

Don’t just say you do the right thing, show you do the right thing. Here’s how.

Advisers must act as reliable resources to protect clients’ futures and take their trust to heart.