Katie Kuehner-Hebert

There may be a chance to capitalize on the missed pricing that downgrades may cause.

Amid rising rates, should advisors maintain stability in portfolios or go for higher yields?

As interest rates rise at home, advisors should consider adding foreign bond investments.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.

Equine exposure should be done outside the core portfolio, using discretionary funds.

Advisors can differentiate their practices by helping clients help communities in need.

Some clients may demand more evidence of actual outcomes.

Bing, Google and HubSpot offer free tools to measure the return on investment.

Pick clients’ brains on how to become the advisor to a specific group of people.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Some advisers prefer to allot a small pool of money to 'play' with

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

This can help show what is working well and what needs to be enhanced or revamped.

Beginning the transition in advance increases employee retention and engagement.

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Writing articles for media outlets is one way to stand out in a competitive marketplace.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

An alternative to acquiring an advisory firm, this strategy might also net books of business.