Client strategies

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.

When the market is doing so well, people develop short memories and start thinking they can manage their investments themselves.

Traditional questionnaires stink - but we still use them. Let's change the conversation.

Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors?

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

There will be another recession at some point, but advisors should have time to help clients prepare.

The co-author of "The Trusted Advisor Fieldbook" describes how advisors can win, regain and keep their clients' trust.

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

Clients want to give back, and not just for the tax breaks.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Affluent, super affluent and ultra affluent: Infographic breaks down assets, investments, family tips, charitable habits and more for people with $1 million or more to invest.

Clients may be skeptical, but responsive advisors can restore their trust.

Advisors recount efforts to help troops, being rebuffed by the military and their hope for change.

Following an investigation by Financial Planning that showed a strong link between money woes and troops taking their own lives, a lawmaker pushes for additional funding to help them get comprehensive financial advice.

The Boston-based subsidiary bank of Spanish global banking giant Santander Group has overhauled the program it took over from Sovereign Bank and is looking ahead to significant growth.

Competition is getting even tougher. Make sure you offer clients better service, deeper relationships and access to smarter experts.

It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.

If you have clients with diminishing mental faculties, you need to know how to protect yourself.