Client communications

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

This $1.5 trillion dilemma doesn’t discriminate.

Regulator puts brokers on notice about its top concerns for 2019.

The leak included information on about 12,000 advisors who are clients at LPL Financial.

Our industry is not becoming more consolidated. It’s becoming more fragmented.

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

Being a homeowner may not be the most cost efficient move in some areas.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

Planners appear to be breaking away from the AUM fee structure.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

From public service to operating a craft brewery, planners are keeping busy outside the office.

Helping clients understand casualty loss rules following an unexpected tragedy.

A niece thought her aunt’s caretaker was stealing. How much can an advisor do?