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Business development
Cetera’s majority stake sale to Genstar gives 7,700 advisors a new PE partner
The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.
Stop discounting ― your clients don't care
Affluent clients have "a fairly low awareness of fees," according to new report.
Voices
5 big mistakes advisors make with the media
Sally Cates
Director of Public Relations and Communications
Dynasty Financial Partners
Assume everything you say is on the record, and don’t overshare.
Voices
How one advisor tripled AUM in a decade
Glenn G. Kautt
Vice chairman
Savant Capital Management
What planners can learn from top performers like Chuck Yeager about becoming the best in their field.
Younger HNW clients ‘open for business’
Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.
Building a high-net-worth practice
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
How to find wealthier clients
From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.
A tax guide for entrepreneurs
A checklist for advisors who have clients looking to launch a new business.
How to turn a name drop into a referral
Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.
‘Do not fear the fee’: Why advisers should discuss costs with clients
Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.
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