Helping retired clients get over their worst psychological tendencies will require a mix of reframing, product streamlining, and personalization, among other strategies.
After finishing second to acquire Commonwealth, Raymond James has come out swinging.
There's a lot to be gained from hosting an intimate dinner event with clients – but it will require more than a bit of prep time.
With thousands of small independent advisors racing to meet clients' digital expectations, the time has come to repair archaic rules of the road.
Beyond money management, advisors actively guide and influence their clients' lives in crucial ways.
After a two-year period of inversion, the muni yield curve is back in a more natural position – and poised to create opportunities for long-term investors.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
In a saturated market of PE secondaries and repackaged alts, cultural assets stand out as an underutilized, experiential, and increasingly monetizable class of wealth.
Advisors who invest time and energy on vital projects for their practice could still be missing growth opportunities – unless they get serious about client-facing activities.
Chasing productivity is one thing, but when you're cutting corners, missing details, and making mistakes, it's time to take a step back.
The order from the White House would bend fiduciary principles to benefit the alternative investments industry alone, argues the Institute for the Fiduciary Standard.
With doors being opened through new legislation and executive orders, guiding clients with their best interests in mind has never been more critical.
For service-focused financial advisors who might take their well-being for granted, regular check-ins and active listening from the top can provide a powerful recharge.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
After years or decades spent building deep relationships with clients, experienced advisors' attention and intention must turn toward their spouses, children, and future generations.
Preparing your clients to withstand the ups and downs of change – both external and internal – could be the key to unlocking their loyalty, trust, and confidence.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
