Client communications

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Due to a 2010 FINRA rule change the answer is — with difficulty.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

John VanEngelenhoven, who had worked at Schwab for 14 years, custodies with rival TD Ameritrade at the new firm.

As the season comes to a close, check out these recommendations for advisors and clients.

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

Advisor Andy Saeger reportedly reached out to two clients via email and a LinkedIn message.