Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

New lines of business can keep clients 'sticky,' but they can also be costly and time consuming for advisors trying to run their practices.

You might have noticed a heightened sense of uncertainty in conversations with clients recently. Despite a robust bull market, the last few years of higher prices, mortgage rates, and a new federal ...

Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

I’m a freelancer in a creative field, and I’m fairly new at it after some big life and relationship upheavals. I need advice on how to handle a potential client who’s maybe not the most stable person ...

Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Acquiring new clients during an uncertain economic season can be challenging for B2B businesses. Despite a cautious market, B2B businesses can adopt targeted strategies to attract and retain customers ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

RISE Capital, an independent financial advisory firm, is enhancing its suite of client resources with a renewed focus on its planning guide, the book RISE to ...

The first quarter of 2025 saw a major merger shape the landscape for new Securities and Exchange Commission audit clients, and the second quarter of the year was much the same — except that it was two ...