Client communications

Five years of alleged promises, checks that never arrived, and a mysterious employee named “Tryg Nederloe” add up to a bizarre saga with wide ramifications.

We can all play a part in preparing for this and future outbreaks.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

For many, the document is a significant source of confusion. Fortunately, one of the most persistent errors is easily correctable.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

"It took a little time to regain our equilibrium."

Fear and worry are rampant. One client asked if any other client had recently returned from China.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.