Client communications

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Unhappy with M&A offers, CJM chooses to stay independent.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.