Four steps for how a family meeting can help engage the next generation of clients and ensure that every family member feels heard and understood.

Self-insurance makes sense for many investors, but not necessarily all of them. These steps will help you determine the right path for your clients.

A matriarch or patriarch is often hesitant to disclose financial specifics in these meetings, so one expert suggests general topics for a productive conversation.

The wirehouse is focusing on expanding its footprint in regions such as Texas and Florida.

Your clients’ children stand to inherit significant wealth. Here’s what you need to know to inherit their business.

Fewer than one-quarter of advisors feel “extremely comfortable” talking about personal issues with clients. But avoiding sensitive topics can risk the relationship, eMoney executives say.

'If your business has a performance-driven culture that focuses on tangible results as opposed to family relationships, then it’s a good candidate for being kept in the family,' says one longtime advisor.

An adviser will likely have to navigate conflicting comfort zones when planning for multiple generations of a family, experts say.

Most advisors have clients who are planning to transfer wealth to a special-needs beneficiary, even if the advisor isn't aware of it. Here’s what you need to know to best serve those clients.

Donor-advised funds are helping to increase charity contributions, the company found.