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.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

The key is to think about what clients ultimately want to know, writes finance professor Derek Tharp.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

To systematically understand the families you work with, first get to know their views on key behavioral-finance criteria, writes Michael Liersch.

Unexpected windfalls and limitations may accrue to WFH clients — and their financial planners.

The worst fiscal crisis in decades is pitting U.S. states against one another over billions in taxes from residents working from home.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.