Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Edelman Appeals After Court Tosses Poaching Claim
By Dinah Wisenberg BrinThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 16, 2026
11 Opportunities for Advisors at the College Class ReunionThe occasion presents an opening to connect with an entirely "new" audience where you already have a bond.
June 15, 2026
Is the Google Search Bar Going Away?An insurance sales and marketing veteran looks at the new age.
June 09, 2026
America's 10 Best Restaurants: 2026This year's list was compiled from the votes of a 300-member academy of regional restaurant industry experts.
June 04, 2026
Most Clients Who Fire Their Advisor Don't Get a New One: StudyProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.
May 28, 2026
How to Use AI and Technology to Market SmarterIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.