Pfau explains two strategies that depend on flexibility of the client.
Acquiring clients can be a winning growth strategy, particularly for young advisers.
Advisers who have lived through the split-up of a practice say it's as gut-wrenching as a divorce. Here's what they've learned.
Harmonizing regulations that pertain to investment advisers and brokers would add $1 billion in expenses to registered investment advisers without any real benefit to clients, Schwab's Bernie Clark said at the Schwab Impact Conference in Washington D.C.
How far would you go to make a client for life and get talked about in their exclusive circles?
And don't forget about why you set up that rainy day fund; 'nobody's panicked yet.'
Interest, re-balancing and diversification will top the list of agenda topics for most discussions with clients, advisers say.
