Client communications

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.

The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.