Client communications

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Lessons learned in a combat zone are passed on to clients.

The average retiree may need to save far less than you are currently projecting.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.

At least $20 trillion of new financial wealth will be created over the next five years.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.