Client strategies

Pick clients’ brains on how to become the advisor to a specific group of people.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

It's a draining process for clients, but financial planners can provide real support.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

The key is thinking like a business owner and acting like a CEO, according to a new report.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Doing homework and knowing how to enter and how to exit are essential.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Don't let momentum for an asset class in either direction overtake logic.