Bruce W. Fraser

Clients and advisers must work closely together to secure a client’s golden years.

Cheap and fun choices abound for those who are counting their pennies.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Here are 4 steps to take to set yourself — and your firm — apart.

Here are 4 steps to take to set yourself — and your firm — apart.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

This method allows advisers to focus on market data evidence and academic research.

Modifying popular claiming strategies opens up new client opportunities.

Modifying popular claiming strategies opens up new client opportunities.

To make sure that clients don’t outlive their savings, use this tactic.

To make sure that clients don’t outlive their savings, use this tactic.

More advisors are looking to these equity funds as a way to neutralize currency risk in local markets around the world.

Forget complex equations: Simple math is the basis here.

Practices are built one step at a time, starting with identifying key client decision-makers.

Digging deep can help a firm determine where to place its emphasis.