Practice management

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.