Client communications

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

What — if anything — should an advisor do if a client is abusing illicit substances?

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

A quick look inside the proposed Tax Cuts and Jobs Act.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Self-directed IRAs can provide solid returns and tax protection.