Client communications

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.

Contributions and grants have recently reached record highs.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When it comes to planning, hitting financial goals is only part of the story.

It’s the Roth’s 20th birthday. Where is everyone?

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

17 great reads planners recommend to their colleagues and clients.

The board will release new proposed revisions and seeks additional public comments.