Client communications

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.

Anthony Guadagnino allegedly solicited at least 10 clients after his departure from the retail brokerage.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.