Client communications

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?

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Even planners need a little extra help sometimes.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

It's decision time for Ric Edelman and his new merger partners, including Financial Engines, to pick a name for their new $200 billion RIA.

As college debt rises, borrowers want different perks from their employers.

Don’t ignore that every generation is into ESG-type issues when they are young.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

I underestimated Hurricane Matthew. I won’t do the same with this storm.