Client strategies

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

The key is to think about what clients ultimately want to know, writes finance professor Derek Tharp.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

To systematically understand the families you work with, first get to know their views on key behavioral-finance criteria, writes Michael Liersch.

Unexpected windfalls and limitations may accrue to WFH clients — and their financial planners.

The worst fiscal crisis in decades is pitting U.S. states against one another over billions in taxes from residents working from home.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.

Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.

Relations between the world’s two largest economies are at the lowest point in many years.

Could single premium immediate annuities be the answer to ultralow rates?