Client strategies

More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Adopting the skills of an anthropologist can empower advisors to help wealthy clients mend troubled family relations before it's too late.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.

Understanding generational differences plays a critical role in your ability to win new clients, from making initial contact to sealing the deal.

The online certification program uses academic insights to help advisors identify common misguided decisions investors make.

The secret to building a profitable business is attracting, serving and retaining a set of high-value clients. Use these ideas to make that happen.

The commission alleges that the advisor and his associates defrauded investors by concealing key information about unpaid debts in two rounds of securities offerings in farm loan ventures.

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.

With college costs soaring, clients may want to help pay for a family member's education. Watch for these trouble spots.

Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.

"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.

Psychological experiments at the University of Georgia offer a pair of clear takeaways for advisors facing prospects.