Client strategies

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Do planners offer enough value to keep tech companies and automated advice at bay?

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.