Planning and Advice

Branding and client service in a world of AI

By Staff |May 17, 2018

2 min read

Planning and Advice

Feeling squeezed by pricing pressure? Here’s what to do

A traditional asset-based pricing model isn't sustainable, expert says

May 17, 2018

4 min read

Advisor's Edge

What it really means to put clients first

Insights from advisors and investors on how to best serve your book

By Katie Keir |May 11, 2018

10 min read

Planning and Advice

How did you choose your advisor?

Or: Why don’t you use one?

May 11, 2018

1 min read

Planning and Advice

Advisor confidential: Brian Gertenstein

This advisor wrote his own compliance manual

By Susan Goldberg |May 11, 2018

3 min read

Advisor's Edge

Clients like you, they really like you—and that’s a problem

There's a shadow side to likability

By Michelle Schriver |May 11, 2018

3 min read

Planning and Advice

The first 10 minutes: Dealing with a neglected cabin

In the first 10 minutes of a meeting, your client says: “Now that the kids are grown up, no one goes to our cabin anymore."

By Gil Martinez |May 11, 2018

2 min read

Planning and Advice

How gender and risk tolerance affect advice

The researchers say women need to be “more forceful” in meetings with financial advisors when their spouse is present

By Mark Burgess |May 11, 2018

2 min read

Advisor's Edge

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

By Suzanne Yar Khan |May 11, 2018

44 min read

Planning and Advice

Regulatory developments you should follow: timeline

Here’s a recap of some client-focused regulatory developments

By Staff |May 8, 2018

3 min read

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