Client strategies

Sixty percent of CFOs believe the state of the U.S. economy will remain stagnant or worsen during the next six months, according to a new survey by Grant Thornton.

Advisors are using integrated contact management systems to reach out to clients in innovative ways.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.

Professional football players spend 95% of their time preparing — advisors should take a page from that playbook and beef up their referral processes.

The rise of mobile banking is starting to impact branch staffing levels. At the same time, new jobs are being created in branches and on digital banking teams.

To jumpstart family discussions, family members should set common goals, such as saving for a relative’s college education.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Community groups are uniting to protest Regions Financial's short-term loan program, calling on the Birmingham, Ala., company to ditch its "Ready Advance" product.

In the wake of this summer's Supreme Court ruling on the Defense of Marriage Act and Prop 8 -- as well as ensuing federal clarifications related to tax rules, employee spousal benefits and more -- same-sex couples now say they need help with financial planning.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

At the Schwab Impact conference this week, four growth experts discussed how advisors can overcome these obstacles -- offering a mix of high-tech and high-touch solutions.

The toughest conversations that advisors need to have with their clients have nothing to do with investment strategies.

What are the unique questions your target market should be asking themselves? Because of almost universal access to information, if the clients fully understood their problem or their questions they would have little need for an advisor.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

Markets are pretty efficient in the long-term but can be wildly inefficient in the short-term. And the short-term is where advisors can provide value to clients.