Client strategies

For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.

The Internal Revenue Service is reminding tax professionals that they must implement safeguards to protect taxpayer data.

Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.

It's a five-letter word that packs a powerful punch in the advisor world. If you're "listening down" to your clients, you don't get it. Here's what you need to know.

Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think.

Advisors expect revenue growth this year, according to an SEI poll, and 53% expect increases of more than 15%. However, only 15% said they have a growth plan that they follow and monitor.

You have a minute to explain to a busy prosepective client why your firm deserves the business.

An ethical will can ensure the positive impact of your client's life on future generations.

Share your thoughts on engaging women clients. Is it different?

The AICPA’s Advanced Personal Financial Planning Conference, held last week in Las Vegas, drew a record 1,100 attendees this year, a big jump from 820 in 2012.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

An article on the topic Tuesday generated a lot of buzz on Twitter and resulted in an interesting discussion about best practices for financial advisors when communicating with wealthier clients.

You can use a well-organized advisory board to get strategic advice from the people who are your most valuable assets. Here are a few suggestions for running a group.

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

Preparing your clients for the tax plan ultimately agreed upon in Washington.

As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

With four different generations in the workplace, communication is an essential skill for working with high-net-worth families.

Tempted to leave this asset class out of a portfolio? Don't be swayed.

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.