Client communications

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

They will have a lot of questions. Here are ways to put the decline into perspective.

I told clients they need a plan. Turns out, I needed one, too.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

Those who live abroad may be disappointed. Here’s why and how to prep them.

The effort will allow other critical resources to be focused on more substantive matters such as examinations and licensing requirements.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.