Client Servicing

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  1. Articles

    What's next for financial advice?

    We ask the experts to share what parts of the advice business they think need innovation

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    Put your plan in place today

    There's no reason for advisers to put off making continuity and succession plans, especially now that regulators are taking notice.

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    NestEgg Wealth acquisition brings white-label robo to advisers

    Technology platform will combine digital advice tool with customer relationship management and portfolio management systems.

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    How advisers can improve client outcomes by embracing data

    Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients

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    Follow the lead of top performing firms to boost business development

    Creating a marketing plan and having a consistent story are good starting points for most advisers, Fidelity survey finds.

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    United Capital acquires $500M firm

    Texas-based Ellis & Ellis formerly was affiliated with Ameriprise Financial.

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    RIAs to control 28% of assets by 2018: Cerulli

    Dual registrants are a key driver of growth for the segment, which holds 20% of assets today, the research firm said.

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    Most advisory firms don't have a strategy for landing client referrals

    Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business.

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    Young advisers go from learning to doing

    New employees have gained confidence, and are starting to work with clients

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    A whirlwind of change — transitioning into the financial planning industry

    The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed; I was thrilled to be offered an amazing job at a ...

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    Financial advisers need to check up on clients' medical debt

    About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.

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    The top-ranked fee-only U.S. RIAs by region

    Meet the leading RIA firms in the Northeast, South, Midwest and West, ranked by total assets

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    Krawcheck: Wirehouses undaunted by RIA growth

    Former brokerage executive Sallie Krawcheck downplayed the rise of wirehouse breakaways, telling a conference of advisers that wirehouses have more important things to worry about.

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    Survey shows social media use growing among advisers

    Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off.Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients through social media initiatives report booking a median

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    Worries about robo-advisers are unfounded. Here's why.

    If you are losing clients to online advice platforms, you need to look in the mirror