5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
FPA’s Advocacy Push: States Today, Capitol Hill Tomorrow
With membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
Why Client Engagement Strategies Fail
Julie Littlechild of Advisor Impact and Spenser Segal of ActiFi discussed several client engagement initiatives that can increase client growth and retention.
5 New Year’s Resolutions for Bullish Advisors
An SEI Advisor Network survey identifies the key business-building steps today's bullish advisors intend to take in 2015.
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
Littlechild Launches Online Training Program for Advisors
The monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
Clients, Especially the Young, Want Credentialed Advisors: IMCA
Study conducted by Advisor Impact for IMCA found that the younger the client, the more they wanted their advisors to have voluntary certifications.
Poor Time Management Is Costing Advisors: FPA Study
By increasing productivity, advisors could add 50 client meetings a year, a Financial Planning Association report found.