The Client: Special services

• January 26, 2018

  Let Go of Your Personal Attachment to Client Goals

  Help clients fulfill their goals, even if you'd rather they take a different route.

  Last Comment: January 26, 2018
  1 Comment
• January 26, 2018

  Merrill, Morgan Stanley Reinvention Is Paying Off

  Cutting back on recruiting and focusing on fee-based accounts has led to a boost in productivity.

  Last Comment: January 26, 2018
  1 Comment
• January 25, 2018

  Ladenburg Targets Tech Startups to Boost Growth for its FAs

  By vetting potential investments in emerging tech makers, IBD holding co. hopes to cement an inside edge.

  No Comments
• January 23, 2018

  Bank of America Rolls Out Plan to Get More Merrill Clients As Banking Customers

  Doing so answers client calls for holistic services, boosts assets under management, says bank.

  No Comments
• January 19, 2018

  Helping Clients Organize for Their Afterlife

  Financial advisors can do a lot to help clients plan for what happens when they are gone.

  No Comments
• January 19, 2018

  Securities America Brings Finra-Compliant Texting to IBDs

  Following Merrill’s move last week, indie-FA firm helps meet burgeoning client demand for flexible comms.

  No Comments
• January 19, 2018

  Tax Law Creates Challenges and Opportunities for FAs

  New law’s temporary nature makes long-term planning difficult, but changes are likely to push up demand for advice.

  No Comments
• January 12, 2018

  Thoroughly Vet Professionals Prior to Collaborating

  Ensure a positive client experience by interviewing outsourced professionals on the front end.

  No Comments
• January 12, 2018

  Merrill Lynch Lets its Advisors Text Their Clients

  New capability is part of a broader suite of digital tools to enhance mobile communications.

  No Comments
• January 5, 2018

  Finra Clears Up Senior Exploitation Rule Concerns

  Advice firms have leeway blocking disbursements and seeking trusted-contact information.

  No Comments