Client Relations

Five insights to identify the best marketing strategies

Warn clients against using intestacy laws as a substitute for a will

Setting yourself apart by providing complete client service

Making personal financial management as easy as making a cup of coffee. Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014...

(Bloomberg) -- For all the promises exchanged at the altar, parties rarely commit to telling new spouses what's going on in their bank accounts...

Too many people focus on their current financial circumstances and don’t think about the future until it’s too late...

A sign of wealth. | Copyright Peter Macdiarmid, Getty Images Art and collectibles are becoming a more important aspect of wealth management, but less as an investment and more as preservation of capital. Seventy-eight percent of wealth man...

Need more of these. | vitanovski/iStock/Thinkstock The bad apples in this industry—those working in the dark corners—may continue to operate in the dark, if a new survey is any indication. Overall, one in five U.S. adults have been victims...