Client strategies

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

A large majority of women say they would stay with their current advisor, even after the death of a spouse or partner, according to a new study from Russell Investments.

With Walt Disney's hyper-focus on the guest experience as inspiration, here are a few ways advisors can create an even better client experience.

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

The financial crisis has had an enormous impact on millennials' attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

A new PriceMetrix study outlines critical factors for keeping clients connected.

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. Here are some ideas to help deepen your relationships.

Younger millennials carry half the debt of their older peers.

Clients are wary of working with young advisors. Here's how to win them over.

Here's what it takes to find and keep high net worth clients.

Many top bank executives still struggle to articulate the value proposition of their wealth programs and why it's better than that of their competitors. The new year brings into focus the importance of creating and sustaining a strong wealth management business.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

Unlike many ultrahigh-net-worth individuals and families, the new rich rely primarily on income from their jobs for their wealth.

Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study. Here's one way to fix the problem.

The convicted Ponzi schemer, now serving a 150-year prison sentence, says in an interview with MarketWatch that his defrauded clients should have probed more.

Advisors who add corporate services such as deferred compensation, executive benefit programs and defined contribution or benefit plans to their menu of services, serve business owners and executives better. They also differentiate themselves and boost revenue.

One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.