Client communications

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

Many advisory firms are not reaching their full potential. What’s holding them back?

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Eighty percent of advisors use portals. Many clients say they're not happy.

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.

How to create the best setting and address strong emotions for tough conversations. Also, what not to do.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

An FPA learning and development consultant shares a collaborative technique for solving tough problems.

Here are the top five areas of design to consider when developing a new brand and core message.

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

When it comes to building these relationships, it’s better to start early.

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

Startup or low-AUM firms have options outside of the big four.