Client Relations

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Ken Rupert, a telecommunications engineer who also runs The Financial Black Belt Academy, a Hampstead, Md.-based startup, about...

Modern polyamory is more common (and looks different) than you'd think. Just ask Warren Buffett.

Sudden wealth can be a surprisingly fleeting blessing. Advisors can help.

Three factors on which planners need to focus.

It's not as simple as it sounds to responsibly spend a lifetime of money.

It is inevitable that at least some and possibly most of your clients will be affected by Alzheimer’s Disease sooner or later.

When a client confronts a medical crisis, some advisors offer more than just sympathy.