Client communications

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

Here’s what to tell your clients about investing in marijuana.

Become a go-to source for philanthropic clients, and your practice could grow.

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.