Client Relations

Attitude and activity – both within ones complete control – which means that every financial advisor can develop a Double A Rating.

Out of our cold, dead hands. | Copyright Melanie Conner, Getty Images The bond between a professional advisor and his clients is not easily broken. In fact, most consumers would rather give up their smartphone, favorite dessert or coffee t...

Life expectancy is something of a creepy topic but it is a necessary evil when planning for your client’s future.

Fee-based? That's a lie. | jesadaphorn/iStock/Thinkstock Advisors should never use the term “fee-based” to describe their business. Writing on his Scholarly Financial Planner blog, Ron Rhoades outlines the narrow scope in which advisors ca...

Keeping it simple and understandable is key

No matter how you slice it, Millennials and Gen Xers are soon to be in dire need of financial advice.

The industry seems obsessed these days with capturing millennial clients. But advisors should probably hold off revamping their business to cater to these younger clients. According to data collected by PriceMetrix and Cerulli Associates, the ...

Copyright China Photos, Getty Images Critics of factor investing, and there are many, often claim the results of back-tested studies used to prove the worth of strategies built around a stock’s momentum, size or value are really just “mini...