Having a social relationship with affluent clients can pay off big. In fact, nearly half of clients who have a social relationship with their financial advisor have given one or more personal introductions to their advisor over the past year, acc...

If they want to be discovered by the new generation of investors, here's what advisors need to know.

Resistance is futile. Advisors have moved past the denial stage, and are realizing the dominance of digital advice. Nine in 10 RIAs believe robo advisors will become more prevalent in financial services over the next two years, according to ne...