Client communications

A quick look inside the proposed Tax Cuts and Jobs Act.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Self-directed IRAs can provide solid returns and tax protection.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

Here’s what to tell your clients about investing in marijuana.

Become a go-to source for philanthropic clients, and your practice could grow.

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.