Client strategies

The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.

Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.

Advisors say they have concerns about an upcoming recession, according to a new survey.

Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.

Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Working with caregivers, an advisor learned valuable lessons.

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

Certain locations can help clients maintain their lifestyles — or even improve them.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.