Client relations

With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.

In new academic research, experiments involving selections of YouTube videos shed light on the psychology of conflicts of interest.

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.

Advisors can enhance strategies by recognizing set patterns of behavior during this period.

Blank-check companies are gaining prominence with celebrity sponsors, but costs can be opaque.

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.

Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.

The daughter of a privileged family had everything, until she didn’t. Then the work began.