Practice

By deepening relationships with clients, a goals-based approach can lead to more business.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Going the extra mile in client service can help attract quality referrals.

Four key points to keep in mind while handling a market downturn.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.