Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.

While the clients need to be affluent, it’s the kind of affluence that is within reach. The relationship between client affluence and advisor productivity is pretty flat until the client reaches ...

Separately managed accounts may be an untapped opportunity for advisors working with high net worth clients, who appear to show greater interest in the accounts than their affluent counterparts.