Client communications

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.

Some analysts see inflation around the corner. Here's how to keep clients calm.

Advisors must develop frameworks to help clients maintain financial discipline amid political turbulence. Here are three filters to use as conversation starters.

Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

Check out a compliance expert's emoji-onally intelligent tips for decoding the omnipresent icons. (Hint: context is 🔑.)

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The first rule of staying on the right side of the SEC's updated marketing rule: Involve compliance early and often.

Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

Fears — including running afoul of regulators or garnering ego-crushing reviews — have kept advisors behind the curve of an already ubiquitous marketing practice. Here's how advisors can play catch-up.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.