Client communications

At least $20 trillion of new financial wealth will be created over the next five years.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Helping clients navigate life choices is critical for differentiation.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The concept of ROI is shifting for young investors.

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.