Client strategies

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Advisors' best practices for aiding clients affected by natural disasters.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

Advisors are just one tool in the box.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

The company spent $77 million on technology last year, but difficult changes lie ahead.

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.