Client communications

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Enthusiasm for equities is coming back after a slowdown tied to heavy volatility early in the year.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.