Client communications

Contributions and grants have recently reached record highs.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When it comes to planning, hitting financial goals is only part of the story.

It’s the Roth’s 20th birthday. Where is everyone?

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

17 great reads planners recommend to their colleagues and clients.

The board will release new proposed revisions and seeks additional public comments.

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

What — if anything — should an advisor do if a client is abusing illicit substances?

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.