Client communications

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Unhappy with M&A offers, CJM chooses to stay independent.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

They will have a lot of questions. Here are ways to put the decline into perspective.

I told clients they need a plan. Turns out, I needed one, too.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.