Client communications

New digital tools have boosted advisors' ability to reach more — but not all — clients.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Three things to focus on when you’re starting an RIA.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

What do clients value most from their advisors during turmoil?

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

How FAs and firms are adapting to a radically different business environment.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.