Client communications

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.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.