Client strategies

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Offering specialized planning is now essential to attract and retain HNW clients.

One recruiter argues the firm is losing talent because it will eventually exit the Broker Protocol.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

After stellar performance in a hectic decade, advisors home in on these funds.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

They will have a lot of questions. Here are ways to put the decline into perspective.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

I told clients they need a plan. Turns out, I needed one, too.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Here's four reasons your business might be struggling and what you can do about it.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.