Client strategies

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Excelling in these qualities can help a firm deliver a consistently strong experience.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

There may be a silver lining to be found despite this challenging situation.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

The federal exemption does not cancel out key planning matters affecting everyone at death.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

Focus on removing noise and bias without trying to be all things to all clients.

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

Don’t ignore the costs and time of getting new business.

Don’t underestimate the enormous investment of time required.

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

Bing, Google and HubSpot offer free tools to measure the return on investment.