Client communications

Five years of alleged promises, checks that never arrived, and a mysterious employee named “Tryg Nederloe” add up to a bizarre saga with wide ramifications.

We can all play a part in preparing for this and future outbreaks.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

For many, the document is a significant source of confusion. Fortunately, one of the most persistent errors is easily correctable.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

"It took a little time to regain our equilibrium."

Fear and worry are rampant. One client asked if any other client had recently returned from China.