Advisor strategies

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

“Do yourself a favor and start saving early,” an expert says.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

It’s hard to fight inertia. Very hard.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

Clients are increasingly favoring accounts suited for emergency spending, research shows.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.