Client communications

Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

Prepping clients for natural disasters and climate emergencies should start with coverage and end with estate planning.

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, or should not, live on after their death.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

Looking forward to not answering client phone calls? Here's how to make it happen.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.

Some analysts see inflation around the corner. Here's how to keep clients calm.

Advisors must develop frameworks to help clients maintain financial discipline amid political turbulence. Here are three filters to use as conversation starters.

Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

Check out a compliance expert's emoji-onally intelligent tips for decoding the omnipresent icons. (Hint: context is 🔑.)

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.