Happy Friday, readers! There are a lot of elements to ensuring success in the financial advisory profession, but at the core is quality client service. You can have the best growth rate in the industry and the most effective sales staffers out there, but if you aren’t retaining existing clients, it will all be for naught. Collected below is a series of articles on the topic of ensuring quality client service. We hope you will share some of what you read with a client or colleague.

One expert who works on the fiduciary insurance side of the retirement plan industry calls the appellate ruling ‘the best decision ever written in an excessive fee case,’ and one which could dissuade other plaintiffs in similar cases.

The judge’s opinion sides firmly against the arguments made by the plaintiffs in the case, who are among the many litigants currently represented by the law firm Capozzi Adler.

The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.

Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a Finance Committee measure into one Senate bill, which will then need to be reconciled with House-passed legislation.