Ingrid Case

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Even the best plans can fall apart when clients' emotions get involved.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.

Advisers sound off on the most difficult challenges their clients have handed them.

From secret children to sudden engagements, these are client disclosures that shocked planners.

Sure — if you can identify duties that hit these four categories.

Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.

The four questions that can determine if a hike is in order.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

Advisers can use these strategies to help clients get through a marital split, says BNY Mellon wealth strategist Justin Miller.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Careful choice, effective communication are key for including debt in a client's portfolio

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.

About 42% of people will need some nursing home care — but long-term care insurance will pay only a tiny portion of the cost.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.