Client communications

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.

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.

Anthony Guadagnino allegedly solicited at least 10 clients after his departure from the retail brokerage.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Working with caregivers, an advisor learned valuable lessons.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

Deciding what does or doesn’t constitute a “material change” can be a tough call.

Can more education boost the popularity of these funds?