Client retention

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.