Client communications

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

Kestra Private Wealth Services CEO Rob Bartenstein says the new practice makes the fourth new office added this year by the hybrid RIA.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Wealth management allows veterans the chance to help each other in a meaningful way.

"I'm not right for you," along with other surprising things I tell clients.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

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.