Client communications

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Social media is included in regulatory requirements.

Key issues to consider when strategizing clients' future financial health.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.

To attract new clients—and keep current ones — planners need to step up their game. Here’s how new digital tools can help.

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Converging movements – fiduciary, technological and demographic – mean new realities for how a planner will act like a professional.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

State agencies can be aggressive in checking records.

The following questions can help advisers effectively integrate a client's company assets into a financial plan, says a leading investment banking expert.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."

Sure, major firms offer exit advice to their advisers, but there’s only so much they can do. Here’s how planners can take the next step on their own.