Client strategies

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.

"Make the process as collaborative as possible," one expert says.

Five important danger signs that can save advisers a lot of trouble down the road.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Family dynamics can muddy an otherwise clear situation.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Three index funds may be all clients need. But that's rarely what they end up with.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.