Client communications

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.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.

Here's a look at seven mortgage lending trends that will shape the housing market this year.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

With prices plateauing, the time to purchase a home could be now.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

Planners share their favorite out-of-left-field appeals for advice.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.