Client communications

An otherwise simple strategy has many pitfalls.

Digital transformation will only accelerate, a technology consultant tells wealth managers.

It's the first significant regulatory filing requirement for RIAs in more than a decade.

A client's retirement savings depends on four key factors, says the leading RIA executive.

Careful planning can help prevent them from shrinking their benefits based on misperception.

Single women in their early 60s have saved roughly $37,000 less than men.

Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Superstitions with catchy phrases persist.

Target-date funds can help risk-averse young clients ease into investing.

Target-date funds can help risk-averse young clients ease into investing.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Dual-income couples benefit less from Social Security.

Advisors can’t underestimate the emotional toll an exit can impose.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

There are dangerous misconceptions that can lead to financial hardships in retirement.

How to know when you’ve reached that just-right size.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.