Client communications

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.

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.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.