Client Relations

Advisors can use a variety of techniques to attract and retain emerging investors.

Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.

More than halfway through the 2017 filing season, the U.S. Internal Revenue Service reported receiving 5.7 million fewer individual returns than at a comparable point last year. That’s an 8.5 percent drop.

UBS raises the largest impact investing fund with a gender lens overlay, Americans expect advisors to help them with guaranteed lifetime income, and Americans feel behind on saving for retirement.

Women will not be equal with men until they're financially equal, Krawcheck says.

Technology can help manage your clients’ demand for an immediate response to their questions.

Don’t blindly pay premiums into policies that are sustainable beyond life expectancy

Investors are more conservative in their portfolios, Jack Bogle's secret to investing and InvestCloud opens Los Angeles-based incubator.