Client relations

It’s a common practice but a dangerous one.

Technology is great, but communication is central to good business.

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

There is nothing to be nervous about — but there is a way to do it right.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.

Learning through experience is a great way to prepare for a successful advisory career.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

It’s the Roth’s 20th birthday. Where is everyone?

Too many advisors self-sabotage their referral process.

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

17 great reads planners recommend to their colleagues and clients.

There will still be several different methods to have the fee waived.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.