Client communications

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.