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

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

On this week's episode of the Financial Planning Podcast, Christopher Knapp explains that advisors don't need to fear the three letters that have created controversy in the investing space all year ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

In the wealth management industry, we often discuss clients’ desires to feel understood – not just in terms of financial goals, but personal ones, too. Increasingly, this means aligning investments ...

Most practice management experts agree that the best advisor-client relationships are based on trust. If that exists, a client or prospective client is less likely to place importance on what would ...

The holidays can be a time of joyous gathering, but those gatherings can also generate considerable stress for clients — and by extension, their financial advisor. "I've had conversations the week ...

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year A new year means new contribution room for eligible taxpayers ...

The 2020 Lilly School of Philanthropy study indicated that 90% of wealthy people donated to charity in the previous year. During the crises of the past few years, most clients maintained, and many ...

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012. In Russell Investment’s latest quarterly ...