Client communications

This approach to planning remains a strong way advisers can add value for clients.

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Your clients may lack knowledge when it comes to Social Security.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

It turns out that these principles aren’t limited to investment strategies.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

Planners share what they've been sending clients, colleagues and peers.

One client wishes he had known his options related to filing beforehand.

Change can be unsettling. Here’s how to calm jitters and show the benefits of rate fluctuations.