Client strategies

The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets.

With mortgage rates at new lows, is it time for clients to refinance?

What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in

When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.

What to do when your pension is frozen; 8 tips to maximize your 401(k); Should boomers give millennials money advice?

The ignorance factor with 401(k)s; Alternatives to conventional housing in retirement; How bartering can make your retirement better

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.

Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors.

A workshop on an approach that some say goes far beyond classic principles, gives international players a taste of the process.

This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say.

Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions.

In which the author takes a pair of popular assessments and finds he’s not as daring as he thought he was.

Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications.

Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board.

Want to know what matters most to the people who make your business run? Here’s how to set up a panel to get better client feedback.

3 things every spouse must know about Social Security; Top retirement expense is your home; Financial simplicity should be a retirement priority