Client strategies

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.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

As this firm founder took stock, he realized his needs had changed over time.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

The technology is poised to upend the industry. Advisors are still waiting.