In a recent study sponsored by investment research platform YCharts, nearly 64% of survey respondents said their advisors contact them 'infrequently' or 'very infrequent.' Among those individuals, 66% said more frequent conversations would improve their confidence in the investment professionals that they use. So reports Financial Advisor.

Rather than focusing on capturing a large number of clients, advisors may be well served by focusing on developing deep relationships with 70 investors. So writes marketing consultant Sara Grillo in a recent column for Advisor Perspectives.

Many advisors fail to win clients because they talk too much and then fail to listen, says Sara Grillo, a marketing consultant. So reports Advisor Perspective.

With its planned acquisition of Allen & Company of Florida, LPL will offer its advisors, who currently serve as independent contractors, the opportunity to become full time independent employees of the company. So reports Barron’s.