Client communications

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.