Client Relations

The CFP Board creates a diversity advisory group, providing women with access to financial products could boost the economy and investors trust advisors more than accountants.

#MeToo must also advocate for financial independence.

Treat your grieving and emotional clients with understanding and compassion which they rarely get elsewhere.

With Social Security in doubt, retirees have lifestyle, healthcare and long-term care questions for financial advisors that robos can’t answer.

What do your clients really think about you? We spoke to Zach Hendrix, a founder of online lawn mowing service GreenPal, on why he fired his advisor.

It’s not conflicts of interest that push clients into high-cost, high-turnover investments, their advisors invest exactly the same way, according to a survey of 4,000 advisors and 500,000 clients.

New book aims to help millennials save for retirement, survey ranks financial advisors by client satisfaction and Athena Capital Advisors opens a new San Francisco office.

Being a holistic advisor means helping clients navigate the overwhelming world of health care services.

The annual tsunami of prognostications on how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.