Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Scottsdale, Ariz.-based Osaic has launched PlanningHub, an expanded resource library of educational videos and guides, planning templates, tools and presentations designed to make client service ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

Tara Anne Pleat reveals how wealth managers can build private safety nets when public care systems collapse for aging clients ...

When divorce strikes, it's increasingly likely to hit clients who are older — and likely richer. But helping them handle this bend in the road can be tricky for advisors, given the complexity of ...

In today’s rapidly evolving legal landscape, staying ahead of client expectations and industry trends is more critical than ever. A Client Advisory Board (CAB) offers law firms a powerful way to ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

It was October 1987, and investors would soon have much bigger concerns than an SEC staff memo's new definition of "financial planning." In vague guidance to the nascent industry and the investing ...