Client communications

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

Investing in technology is an ongoing expense.

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

Investor advocates blast the SEC's proposal, telling lawmakers it would do more harm than good.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.