Client strategies

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

It is not the fiduciary rule or whether robo technology is friend or foe.

Client data should be walled off behind sufficient protections.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

Mobile apps beat out websites, but what’s on the horizon?

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

Here's how one firm got to 100,000 impressions and more than 1,000 clicks each month.

In an industry full of late adopters, being on the cutting edge can win young clients.

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

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

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

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.