Client communications

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

Advisers can stay connected in a meaningful way and still automate how they communicate.

When an adviser’s Spidey sense tingles, there’s usually a good reason, Kimberly Foss says.

Use this as an opportunity to target potential clients and address specific niches.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.

Avoiding the pitfalls of managing client finances can be challenging. Here's how some advisers fared — some successfully, others not so much.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.

By acting immediately when stocks turn, you can position yourself to receive significant additional assets, columnist John J. Bowen Jr. says.

Sobering results from a light-hearted survey prompts columnist Bob Veres to change his tune about how advisers use "retainer."

Clients who make these prohibited transactions can face devastating penalties.

By putting clients’ interests first and documenting conscientiously, advisors will comply with the rule, while also building trust.

Concerns about medical expenses are sky-high, but there are solutions.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.