Does Fear Motivate Clients or Manipulate Them?
By Dinah Wisenberg BrinUsing "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 17, 2026
What the Forbes Fiasco Means for the Future of Advisor RankingsThere are other ways to identify top advisors, an industry executive says.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.
August 07, 2026
PRO
How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 05, 2026
13 States Don't Tax Retirement Income. Should Clients Move?The process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.