Client communications

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.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.

A new survey finds that investors prize full and upfront disclosures about fees and conflicts of interest, but advisors fall short.

The claims come after internal struggles at the chapter left the boardroom “untenable,” the association says.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Technology is rapidly changing many, but not all aspects of the business.