Client communications

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.

The announcement of the firm’s new name ends speculation that one of the best-known brands in the fast-growing RIA space might disappear.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Technology is providing opportunity for advisors willing to think outside the box.

They’ve been waiting for things to get better — but they haven't.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Professional development and service to the community are major benefits of breaking into politics, current and former candidates say.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

You must not overlook important cybersecurity protocols for protecting your email.

There really is such a thing as good advice badly given.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?