Client Relations

Advisors who use Facebook often, connect freely with their clients and engage regularly are more likely to have acquired new clients.

Robert Schmansky needs an office and an assistant. He won’t get either if he can’t convince clients he’s worth it.

Cash and carry. | Purestock/Thinkstock Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...

80 percent of millennials have concerns about the tax filing process, mostly regarding making a mistake.

By applying these three steps with new affluent clients, not only will you be servicing them more comprehensively, you’ll be turbo-charging your financial advisor marketing plan.

A protracted market meltdown is reviving the argument against risk-tolerance tools.

Some clients can be too frugal to the point that they don’t enjoy life. Here’s how advisors can help them open their wallets in retirement. 

Advisors aren’t worried as much about changing client demographics as they are about hiring the right advisors to serve them...