Client communications

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

Those who live abroad may be disappointed. Here’s why and how to prep them.

The effort will allow other critical resources to be focused on more substantive matters such as examinations and licensing requirements.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.