Client strategies

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.