Client Servicing

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  1. Articles

    The real reason behind advisory firms' big gains in AUM

    The average firm saw a 19.2% increase in assets under management year-over-year in 2013. What was behind the growth?

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    Possible fee refunds for poor performance spur debate

    Offering refunds on managed-account fees when portfolios lose value grabbed readers' attention this week in the wake of news that TD Ameritrade Inc.'s retail advisory service had gotten the green light to pursue this approach. The hot-button issue drew strong reactions, though it wasn't the first

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    Google ups the ante on mobile office app providers

    Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets from Apple Insider. Google on Monday released presentation app Slides alongside updates to existing iOS apps Docs and Sheets, offering a free Web-connected alternative to similar productivity suites from Microsoft and

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    How advisers can get the most out of video

    In the past few years, online video has become an entrenched part of the marketing landscape. In January, 85% of U.S. Internet users watched online video, according to ComScore, and companies large and small are intent on capturing the attention of those viewers.

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    5 lessons learned after one year running a financial planning firm

    It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just 12 months ago, the website went live after months of prep work and paperwork, and the (virtual) doors opened as I welcomed my first clients to the Workable Wealth family.

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    Even tech-driven practices have tech-averse clients

    Tips on working with elderly clients who have not grown up with the Internet, e-mail and secure portals.

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    What to look for when pricing a CRM

    Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.

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    Connect with clients by being real

    How one advisory firm communicated with its audience and the profound effect it had on the people involved.

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    Exclusive: TD offers refunds to managed-accounts customers with losses

    The firm's retail advisory service is offering full refunds of fees to new managed-account customers whose investment portfolios decline in value.

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    Is fear stunting your growth?

    If you had no fear, would you be running your business and living your life exactly the way you are today? The following chart will help you determine just how much fear rules you. Take a look at the two columns.How many “Fearful” items describe you? (function(d){ var js, id="pikto-embed-js",

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    When tribal knowledge is a threat

    "Knowledge is good” was the motto of fictional Faber College in the iconic 1978 film “Animal House.” Not even Delta Tau Chi troublemaker John Blutarsky could argue with the simple truth of the Faber motto, although he didn't acquire much of it during his seven years there.

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    Organic growth is key to $4.8B firm's success

    Ballentine Partners is among the fastest-growing RIAs in the country, and it's one of the few that has built its business organically and without relying on institutional clients to juice its assets.

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    Why separately managed accounts are undergoing a rebirth

    A class of products that have been around for a long time are undergoing a rebirth: separately managed accounts, or SMAs.

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    Advisers still struggle to attract women, IN survey shows

    Women are focused on retirement issues, yet advisers don't always get their messages across.

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    Adviser movement heats up the dog days of summer

    This week's top InvestmentNews stories feature an LPL exec's exit, potential pitfalls for brokers changing jobs, a flurry of adviser moves and a high-profile lesson in trust planning.