Client communications

The same words keep popping up in company titles. Here’s why that may be problematic.

The “one day at a time” mantra was particularly helpful in leading my team and clients through the COVID-19 pandemic.

Waiting until year end to factor in portfolio volatility is risky business.

As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.

Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.

A lawsuit will turn on whether UBS can demonstrate that Alexandra Van Meurs violated contract agreements when she and her team jumped to Morgan Stanley.

The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.

At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.

Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.