Client Relations

Better than tech stocks. | wolfgangwoehrle/iStock/Thinkstock Over 93 percent of investors on Openfolio, a platform for investors to share portfolios and performance, lost money last month. The few who had positive returns held more in cash...

Brokers and advisors should be properly trained and educated by firms to identify and deal with diminished capacity and elder fraud

According to new data released Thursday by Broadridge’s Fund Distribution Intelligence, ETF assets increased $124 billion in 2015, hitting an all-time high of $2.2 trillion. Comparatively, long-term mutual fund assets decreased by $161 billio...

How not to give away your value to tire kickers

Is it possible to build a thriving practice with middle-class accounts? These advisors found a way.

Keep calm. Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required...

The value clients will pay for

Researchers have determined that the part of the brain that is activated when using drugs such as cocaine – the nucleus accumbens – is also stimulated when making money. According to Kabir Sehgal, author of Coined, people making money and tho...