Client communications

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Investors may support the pay hikes, but protesters says the bank owes customers more.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Wirehouses are losing talent as advisors look to escape bank-owned firms.

One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.

The regulator's proposal is set to remake compliance standards for brokers and advisors.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Books can be great marketing tools, but also time consuming.

"Vitriol" and "vileness" lead FPA national to take unprecedented "nuclear option" against New York chapter

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

The commission's new risk alert focuses on fees and expenses and amplifies its focus on disclosures and compensation structures.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

When your client is a foreign national, it pays to find out if the same regulations apply.