Client communications

The online experience should reflect what it’s like to work with you.

Don’t underestimate how valuable your services can be when clients make property decisions.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

The right strategies can make all the difference for advisers.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

What’s a planner to do when clients say their child, a new advisor, is asking them to invest?

Planners who lack this vital skill may not provide the best guidance to clients.

These firms reported the highest share of accounts topping $100,000.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.