Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

Compliance and archiving firm Smarsh found lingering questions around mobile, still a potential issue for financial services firms.

To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.

An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition.

You have to create dissatisfaction to sell.