Client communications

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

How today’s advanced analytics are key.

The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.

More wealth management professionals are using Twitter to network and push for change.

Do planners offer enough value to keep tech companies and automated advice at bay?

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

In volatile markets, client education and constant communication are ke

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.