Client communications

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

What do clients value most from their advisors during turmoil?

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

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.