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.

Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.

It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.

Advisors may find it difficult to connect with the people who need financial help the most.

Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

“Find ways to generate income,” says one financial planner.

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.