Client communications

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.

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.