Client Relations

Santander bank creates a wealth division, peace of mind No. 1 among investors and some advisors providing money therapy to wealthy families.

Your clients can earn big, guaranteed returns by paying off their credit cards.

The rush of "initial coin offerings" is a sign of mania, not prudence, millennials are not comfortable investing in the stock market and and a Russian mine yields a massive pink diamond.

Liliane Bettencourt dies at 94, iCapital to acquire Deutsche Bank's private-equity access fund platform, and married couples are more financially secure than single adults.

Four components that consistently reward advisor efforts.

Only 11 percent of advisors claim to know whether their clients have pets. Doing so provides a unique emotional connection.

Regardless of investment style, a person’s “shadow” appears alongside economic uncertainty. High-stakes changes trigger emotional and psychological fears at a deep level.

Morningstar releases its annual screen of mutual funds, Janus Henderson uncovers home bias, and the documents that new parents need.

How to make inroads with millennials without large investments in technology.

Millennials feel helpless to prepare for a financial crisis, Peapack-Gladstone makes another acquisition, and DNA test refutes fortune teller's claim to be Dali's daughter.