Client communications

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Excelling in these qualities can help a firm deliver a consistently strong experience.

There may be a silver lining to be found despite this challenging situation.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Five ways to build a successful charitable planning practice.

Financial planners need to embrace robo advising technology to "live long and prosper."

The federal exemption does not cancel out key planning matters affecting everyone at death.

Clients could save significant money when they need it most.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

Clients — even some advisors — overreact to market losses. Are they on to something?

Don’t underestimate the enormous investment of time required.