Client strategies

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

The journey toward financial clarity can connect investors with their families and expand their financial options into the future.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.

Serving a single family can be a complex — but profitable — niche.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.