Practice management

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Working from home doesn’t have to mean all work all the time.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.