Client communications

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

27 firms have signed on to the standard, but state regulators and industry groups are pushing for more.

The president looks to fulfill a key promise from his campaign.

The key is thinking like a business owner and acting like a CEO, according to a new report.

Newer hybrid products are popular, but they can be expensive.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Advisors' best strategies for dealing with college loans.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

How to stay out of trouble if a customer praises your investing prowess on your site.

It can be expensive and time consuming. Is it worth it?

Details matter, explains an expert, like where their boat is docked.

How to discuss risk when they become restless.

The firm joined a handful looking to researchers on aging to help bolster their offerings.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Don't let momentum for an asset class in either direction overtake logic.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.