Client communications

"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.

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

How today’s advanced analytics are key.

The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.

More wealth management professionals are using Twitter to network and push for change.

Do planners offer enough value to keep tech companies and automated advice at bay?

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

In volatile markets, client education and constant communication are ke

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.