I have spent a great deal of time asking clients why they choose to work with their advisors. I’m talking about the clients who are thrilled with their advisors, not the ones sitting on the fence, or ...

You have a tough job. Clients might love you, yet there are times they don’t listen to you. When the market is tanking, and you say “Buy” or "rebalance into equities," they often counter “But this ...

If you've attracted three clients to your new business, you might be onto something. Getting one client is easy and potentially an anomaly (argh). Getting the second client is the start of a trend.

Stoy Hall, CFP and founder of Black Mammoth Wealth, shares how he approaches client emails. The secret is to treat every send like a conversation, not a broadcast.

Rolling out a new account management app is an exciting step for a brand, but getting clients to download and actively use it takes a thoughtful strategy. Whether you’re encouraging existing customers ...

One of the toughest challenges a financial advisor will face is finding clients that are willing to trust you and let you manage their money. Suzanne Wentley, a professional writer and marketing ...

About half of financial advisors (48%) plan on sending holiday gifts to their clients this year, with the most popular gifts being food or festive baskets. More than half of advisors said that would ...

Marco Della Torre of Two Sigma's Venn, Brendan McCurdy of Ares Wealth Management and Jill Jensen of Nuveen spoke on a panel at the CAIS Summit in Beverly Hills, California, on Oct. 15. The alternative ...

Social Security benefits are a critical part of many retirement income plans. In such situations, making the best claiming decision (or decisions) can have a big impact on the success of that plan.