Client communications

The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

The firm experienced record call volumes earlier this year.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.