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.

Helping clients navigate life choices is critical for differentiation.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The concept of ROI is shifting for young investors.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”