Client strategies

The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.

Two prominent female advisors are joining forces to target first-generation wealth builders.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

Fear and worry are rampant. One client asked if any other client had recently returned from China.

Advisors can use the information to build custom, values-based portfolios for their clients.

Firms need to keep up with the dramatic increase in expectations for a better user experience.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.