Client strategies

Your team shouldn't suffer abuse. Here's how to protect your staff and know when to bid a bad client adieu.

With an estimated $2 trillion "in motion" due to divorce or widowhood among American women, a thorough understanding of such major transitional moments may help financial advisors protect and even expand their practices.

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

If transparency is so important to us as independent advisors, why are we using so much jargon?

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.

The planning network hooks up with Guide Financial to offer cash-flow software to clients.

Young Americans not only have little loyalty to banks, but many also believe that traditional financial institutions are on their way to irrelevance, a new survey shows.

People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning.

New skills and new training are necessary for advisors to succeed in today's market, but banks and broker-dealers have not made it a top priority.

Bank executives expect to boost revenue from their wealth management practices 25% or more in the next five years, with some anticipating a 35% contribution to total bank revenue.

Most businesses start out small, and many don't survive. But for advisors who take the long-term view, there is a wealth of opportunity.

To build your business, get a hobby. Here are some ideas.

Advisors can use powerful behavioral tools to help clients improve their own financial well-being.

Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients.

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.