Client communications

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

What’s a planner to do when clients say their child, a new advisor, is asking them to invest?

Planners who lack this vital skill may not provide the best guidance to clients.

These firms reported the highest share of accounts topping $100,000.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

There could be a savvy person who could take over the practice among your wealthy clients.

Create an everlasting cultural legacy for employees to make a seamless transfer.

Wean them away from the notion that they have just one adviser at the firm.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Regulatory direction on mobile communication shows why advisers need to be careful about hyperlinking information.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

It’s better to have these conversations long before your clients need to use a policy.