Client communications

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.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Planners have picked up some bad habits over the years. Here’s what do to about it.

How advisors deal with grievances and arbitration can make or break a career.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

It is not the fiduciary rule or whether robo technology is friend or foe.

What the next generation of tech innovation means for planners.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.