Client communications

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.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Advisors' best practices for aiding clients affected by natural disasters.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

The company spent $77 million on technology last year, but difficult changes lie ahead.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Five important danger signs that can save advisers a lot of trouble down the road.