Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to a new survey.
With affluent clients especially, communication is key.
Freshly minted high-net-worth clients require more than just an investment plan.
A husband and wife share their experiences with an advisor that didn’t work out and one who did.
Tax return information can be used as a tool to help increase long-term wealth.