Client communications

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

Only about a third of advisors have an asset-transfer plan in place, according to research.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

Because next year will be too late.

Advisors share client anecdotes that made them stop and say “huh?”

Coaching isn’t right for all advisors — but if you think you can accomplish more with your career, it’s worth considering. A coach tells you what to look for.

The New York president questions legality of national chapter's use of local chapter funds for annual forum.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

Kestra Private Wealth Services CEO Rob Bartenstein says the new practice makes the fourth new office added this year by the hybrid RIA.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.