Geography matters less and less to your clients. Are you prepared to meet them on their terms?

Your clients have fears, too. Some are rational and need to be addressed with wise financial decisions, while others are irrational.

Advice from XYPN's Alan Moore on how advisors can transition to a fully virtual firm.

What do your accounts really think about you? This time, we talked to Donna Shaw, a 69-year-old retired former executive in East Hartford, CT, about her experiences.

If clients are motivated to leave the U.S., attractive new destinations await them.

Asking the right questions and paying attention to the answers is key to ensuring the next step is the right one.

LinkedIn is overhauling its website—and we’re pumped!

Just as we plan for college, buying a home or retirement, we must plan for our family's and our own aging and long-term needs.

How can advisors compete with big data in a ‘people business’?

You and your clients headed home for the holidays? Time for the dreaded money, aging and death talk.