Client communications

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.

The big custodian chose a 35-year company veteran to take over the long-vacant position.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.