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...