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Client Relations

Client Relations

Fidelity Pulls $500 Million From Fisher as Big Clients Flee Fidelity Pulls $500 Million From Fisher as Big Clients Flee

Fidelity’s divestment brings the total yanked from Fisher Investments to more than $1.8 billion.

bySabrina Willmer

Oct 21, 2019

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1 Min Read

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‘Trusted’ Financial Professionals Take Aim at America’s Elderly ‘Trusted’ Financial Professionals Take Aim at America’s Elderly

Oct 21, 2019

1 Min Read

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High Tech vs. High Touch: What Are Clients Really Asking For?High Tech vs. High Touch: What Are Clients Really Asking For?

Oct 18, 2019

1 Min Read

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Client Relations

How Elite Advisors are Capitalizing on the Robo Movement How Elite Advisors are Capitalizing on the Robo Movement

Oct 17, 2019

1 Min Read

Client Relations

Fisher Client Exodus Nears $1 Billion in Backlash Over Remarks Fisher Client Exodus Nears $1 Billion in Backlash Over Remarks

Oct 16, 2019

1 Min Read

Assisting Clients Who’ve Received a Cancer Diagnosis Assisting Clients Who’ve Received a Cancer Diagnosis

byAmanda Koplin, Martin M. Shenkman

Oct 16, 2019

1 Min Read

Business Planning

How Elite Advisors Fully Capitalize on the Holiday Season

How Elite Advisors Fully Capitalize on the Holiday Season

byMatt Oechsli, Columnist: The Inner Game

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Client Relations

Why Advisors Need to Know About a New Kind of Dementia

Why Advisors Need to Know About a New Kind of Dementia

byAmy Florian, CEO

The 10-Most- and 10-Least-Tax-Friendly States

The 10-Most- and 10-Least-Tax-Friendly States

byDavid H. Lenok, Senior Editor

Michael Kitces' #FASuccess Podcast: Roger Pine on the Blurring Line Between CPAs and Financial Advisors

Michael Kitces' #FASuccess Podcast: Roger Pine on the Blurring Line Between CPAs and Financial Advisors

byMichael Kitces

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Client Relations

Ignore the Empire Builders; Do Right by Your Clients

Ignore the Empire Builders; Do Right by Your Clients

byScott MacKillop, CEO

Survey: Some Millennials Worry Retirement Will Never Arrive

Survey: Some Millennials Worry Retirement Will Never Arrive

Survey: Some Millennials Worry Retirement Will Never Arrive

byPatrick Donachie, Senior Reporter

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Sponsored Content

How to Build Trust While Delivering Value

How to Build Trust While Delivering Value

Estate Planning

Grief: Financial and Estate-Planning Services

Grief: Financial and Estate-Planning Services

byWendy Z. Cox, Martin M. Shenkman

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Client Relations

SEC: Maryland Firm Falls Short of Conflict Disclosure, Must Repay Clients

SEC: Maryland Firm Falls Short of Conflict Disclosure, Must Repay Clients

byPatrick Donachie, Senior Reporter

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Industry News & Trends

Advisors Advising on Student Loans: It's Not Necessarily Altruism

Advisors Advising on Student Loans: It's Not Necessarily Altruism

bySamuel Steinberger, Senior Technology Editor

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Regulation & Compliance

Anatomy of a Fiduciary-Friendly Broker/Dealer

Anatomy of a Fiduciary-Friendly Broker/Dealer

byJonathan Henschen, President

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Business Planning

Advisor Empowerment Drives Success for Firms and Clients

Advisor Empowerment Drives Success for Firms and Clients

High-Net-Worth Men Say They Are Doing Their Share (and More) at Home

High-Net-Worth Men Say They Are Doing Their Share (and More) at Home

byDavid Partain

Millennials are driven to succeed by helicopter parents who watch their every move while Generation Z finds encouragement from parents who encourage i

Client Relations

'Recency Bias' Is Clients' Biggest Behavioral Hurdle, Advisors Claim

'Recency Bias' Is Clients' Biggest Behavioral Hurdle, Advisors Claim

byPatrick Donachie, Senior Reporter

Estate Planning

Dead Celebrity Podcast: Adam 'MCA' Yauch and How to Work With Strong-Willed Clients

Dead Celebrity Podcast: Adam 'MCA' Yauch and How to Work With Strong-Willed Clients

byDavid H. Lenok, Senior Editor

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Challenges and Strategies for Female Clients and Practitioners

Challenges and Strategies for Female Clients and Practitioners

byDawn S. Markowitz, Legal Editor

Wells: Financial Assistance to Children and Family Cutting into Savings

Wells: Financial Assistance to Children and Family Cutting into Savings

byErick Bergquist

Client Relations

Raymond James Settles With SEC for $15 Million for Overcharging Clients

Raymond James Settles With SEC for $15 Million for Overcharging Clients

byErick Bergquist

Debt Dampens Millennials' Retirement Plans

Debt Dampens Millennials' Retirement Plans

bySamuel Steinberger, Senior Technology Editor

Karen Davis

Client Relations

My Life as a Client: Yes, Investment Performance Matters

My Life as a Client: Yes, Investment Performance Matters

byAnne Field, Columnist: Fix My Business

Client Relations

Michael Kitces' #FASuccess Podcast: How to Bring Structure to Relationship Building with Matt Oechsli

Michael Kitces' #FASuccess Podcast: How to Bring Structure to Relationship Building with Matt Oechsli

byMichael Kitces

Client Relations

But Am I Really Qualified to Talk About Grief?

But Am I Really Qualified to Talk About Grief?

byAmy Florian, CEO

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Client Relations

UBS Clients Pour $225 Million Into $1 Billion KKR Impact Fund

UBS Clients Pour $225 Million Into $1 Billion KKR Impact Fund

byErick Bergquist

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Client Relations

Edward Jones Wants to 'Deeply Serve' End Clients

Edward Jones Wants to 'Deeply Serve' End Clients

byDiana Britton, Managing Editor

Client Relations

Elizabeth Warren Once Wrote a Book on How to Get Rich

Elizabeth Warren Once Wrote a Book on How to Get Rich

byRyan Teague Beckwith

Business Planning

Advising Beyond the Language Barrier

Advising Beyond the Language Barrier

bySamuel Steinberger, Senior Technology Editor

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Business Planning

Three Ways Advisors Should Use Texting to Grow Their Practices

Three Ways Advisors Should Use Texting to Grow Their Practices

byDusty Russell

Industry News & Trends

The 10 Most and 10 Least Valuable College Majors

The 10 Most and 10 Least Valuable College Majors

byWealthManagement.com Staff

Business Planning

Why Values Integration Is the Key to Practice Management

Why Values Integration Is the Key to Practice Management

byAlex Laipple and Melissa Mittelman