Client communications

Sobering results from a light-hearted survey prompts columnist Bob Veres to change his tune about how advisers use "retainer."

Clients who make these prohibited transactions can face devastating penalties.

By putting clients’ interests first and documenting conscientiously, advisors will comply with the rule, while also building trust.

Concerns about medical expenses are sky-high, but there are solutions.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.