Kathy Kristof

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.

An advisor, along with his 3 partners, creates a new firm but must wait a year without being able to solicit previous clients.

Why one planner helps clients with everything from finding long-term care to community resources.

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.