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.

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.