Client communications

Eighty-nine percent of millennials and 59% of Gen Xers say they are open to their advisors following them on social media platforms.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.

It's time the financial planning industry stops failing deaf clients.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

There’s a lot to be said for being lean and mean.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

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.

It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.

Tragic experiences led this advisor to find a way to make finance real and personal.

Even as BDs transition from their commission roots, too many still treat advice as a liability.