Client Relations

Exceed their needs by offering more than investment advice.

After the Dow Jones Industrial Average and the S&P 500 fell more than 4 percent in one trading session, many advisors said they were expecting a market correction and had prepared clients for it.

Making an upfront investment into the new relationship can reap a great return down the line.

Putnam Investments’ Super Bowl ties, Deutsche Bank joins the anti-crypto crowd and financial literacy eases anxiety in old age.

By simply reframing, with a touch of paraphrasing, the tone of the conversation changes.

You have to file your 2017 taxes first. But with a little strategizing, you can avoid surprises next year, too.

The traditional model caters to one specific type of individual: men. It’s time for that to change, Accenture’s head of wealth management says.

If you’d like to know what your clients really think about you, we’re here to help. The following is the view from Elizabeth McCourt, 48, of Westhampton Beach, NY. An executive coach and recruiter for financial advisors, she offers a unique...

It’s often not easy to separate reality from myths and untruths—and this is especially true in the independent space. As one of the relatively new models in the wealth management landscape, it’s often subject to headlines and hearsay.