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Client communications
Kitces: Advisor benchmarks are essential — and flawed
Whether measuring performance against the market or a client’s own goals, the industry needs accountability.
Why these advisors fired their clients
Terminating an advisor/client relationship isn’t solely at the discretion of the client.
‘Sigh of relief’ for clients who see this retirement analysis
If history is a guide, your clients can stop freaking out about having enough money during their post-work life.
Should clients let kids know they’re rich?
Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.
The best tool for advice in a digital era already exists
It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.
Want to connect with next-gen clients? Start with breaking traditions
Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?
Advisors don’t follow their own advice
Can you live up to your own guidance?
How commanding gunboats in Iraq improved an advisor's practice
Lessons learned in a combat zone are passed on to clients.
Are you overestimating clients’ health care costs?
The average retiree may need to save far less than you are currently projecting.
Too many advisors give wrong advice about trusts
Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.
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