Client strategies

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.